Ask NJ Money Help

05 Nov Should a bank be the executor of my will?

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

There are pros and cons to having a professional as an executor. ...

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04 Nov Are donations from an IRA taxable in N.J.?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

The IRS allows you to donate from your IRA without taxing the funds. ...

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04 Nov How can people get Social Security without working?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

There are several different kinds of Social Security benefits with different rules....

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01 Nov Can I convert my savings to a Roth IRA?

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

A Roth IRA conversion has several moving parts to consider. ...

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01 Nov Will the IRS audit our family limited partnership?

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

This wealth transfer strategy is looked upon closely by the IRS. ...

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31 Oct How can I avoid the inheritance tax for step-grandchildren?

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

New Jersey's inheritance tax is based on the deceased's relationship to the beneficiary. ...

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31 Oct Do I have to take RMDs if I’m still working?

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

Once you hit 70 1/2, you have to take distributions from your IRA. ...

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30 Oct Can I get survivor benefits if we never married?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

In New Jersey, without a formal arrangement, you lose eligibility for many benefits. ...

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