Ask NJ Money Help

23 Mar Must I sell stock for inherited IRA distribution with SECURE Act?

Posted at 06:07h in Ask NJMoneyHelp, Retirement, Taxes

The new 10-year distribution rule for inherited IRAs gives investors some options. ...

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23 Mar Can I deduct my charity work on my tax return?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

You may be able to take a deduction on your charitable work if you itemize. ...

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20 Mar How would Social Security benefits work when my husband dies?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There are several factors to consider when deciding how to take Social Security. ...

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20 Mar How do we figure out the taxation of this retirement account?

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

Certain accounts are partly taxable. Here's how to do the math....

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19 Mar How will my assets go to my adult children when I die?

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

Talk to an estate planning attorney so your assets are distributed as you plan. ...

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19 Mar What can I do if my sister took advantage of dad’s trust?

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

If someone is not completing their estate planning responsibilities, take action....

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18 Mar Can I get unemployment with severance, pension and Social Security?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Unemployment benefits in New Jersey allow for certain kinds of income. ...

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18 Mar Is the pension exclusion income limit going up?

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

If you earn too much, you won't qualify for this retiree tax benefit in N.J. ...

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