Ask NJ Money Help

12 May Will we save on taxes if we file separately?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Sometimes it makes sense to file separately to take advantage of certain rules. ...

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11 May Is there an income limit to doing a Roth conversion?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Roth conversions are popular as required distributions are suspended for 2020....

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11 May Do we qualify for the New Jersey pension exclusion?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

If you earn less than $100,000 a year, you may qualify for the pension exclusion....

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08 May How long must I be married to get my ex’s Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

There are rules before you can get benefits on a former spouse's record. ...

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08 May Can I distribute inheritances now or do I have to wait?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

If you pay out money to beneficiaries too soon, there could be trouble. ...

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07 May What happens to SALT deductions if we file separately?

Posted at 06:06h in Ask NJMoneyHelp, Real Estate, Taxes

Couples who file taxes separately need to continue several issues. ...

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07 May My ex-wife died. Do I have rights to her house?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate

A will must be considered first. If there is no will, family matters. ...

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06 May I was awarded my ex’s pension but I can’t get it. What can I do?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

You may be able to amend your agreement to get the funds. ...

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