Ask NJ Money Help

06 Dec How does the FAFSA treat a custodial account?

Posted at 06:06h in Ask NJMoneyHelp, College

Assets owned by the student are counted at a higher rate than parent assets. ...

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05 Dec Can I retire early at 62? My wife thinks I’m nuts.

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There are several points to consider before retiring early. ...

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05 Dec Will a joint savings account be considered a gift?

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

The IRS has very specific ways to look at funds in a non-spouse joint account....

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04 Dec Is New York or New Jersey better for ‘death’ taxes?

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

If you want your heirs to keep more of your money, where you live matters. ...

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04 Dec Can my dad protect these homes from Medicaid?

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

Certain assets can be protected from Medicaid....

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03 Dec How can a young couple save a home down payment?

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

You have to take a close look at your spending and savings habits. ...

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03 Dec Does an inherited IRA count on the FAFSA?

Posted at 06:02h in Ask NJMoneyHelp, College

Know what assets are considered for financial aid purposes. ...

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02 Dec Will this 529 plan money lose tax-free status?

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

Qualified education expenses mean tax-free withdrawals from 529 plans. ...

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