07 Apr What should I do with this retirement account that I don’t need?
Consider your entire financial picture when investing for the long-term. ...
Ask NJ Money Help
07 Apr Who pays tax on gains in my child’s investment account?
The child is the owner of a custodial account and responsible for taxes. ...
06 Apr Am I owed part of my husband’s pension after divorce?
New Jersey divorces are subject to equitable distribution. ...
06 Apr Can I dissolve an irrevocable trust to get my house out?
Irrevocable trusts are often used to protect assets, including the home....
05 Apr Does N.J. give a tax break for paying down student loans?
There are education credits but not for paying down student debt....
05 Apr How can I avoid capital gains tax on inherited property?
If you sell quickly, you probably won't have a large tax to face. ...
02 Apr How are withheld taxes credited for COVID retirement withdrawals?
Your COVID withdrawal is only one part of determining taxes owed. ...
02 Apr When do I have to take my first IRA retirement distribution?
The rules for your first distribution have changed. ...