Ask NJ Money Help

14 Jan Should I hire a CPA because of the tax plan?

Posted at 11:06h in Ask NJMoneyHelp, Taxes

Expect some important changes to your tax plan. You may want some help. ...

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11 Jan When a spouse dies, what happens with Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Understand Social Security rules before you take benefits. ...

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10 Jan Are other state 529 plans better than N.J.’s?

Posted at 06:06h in Ask NJMoneyHelp, College

Not all 529 plans are created equal....

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09 Jan Why didn’t we qualify for the pension exclusion?

Posted at 12:30h in Ask NJMoneyHelp, Taxes

If you earn one dollar too many, you lose this tax benefit. ...

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09 Jan Will N.J. tax this retirement plan change?

Posted at 12:15h in Ask NJMoneyHelp, Retirement, Taxes

Understand the tax consequences of a Roth IRA conversion....

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08 Jan When a Parent PLUS co-signer dies

Posted at 06:04h in Ask NJMoneyHelp, College

Co-signers are held to different standards. ...

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07 Jan Who pays taxes on this inherited IRA?

Posted at 09:14h in Ask NJMoneyHelp, Estate Planning

Someone will have to pay taxes for an inherited IRA. But who?...

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04 Jan Should I pay down debt or save this money?

Posted at 06:06h in Ask NJMoneyHelp, Credit

Here's why paying off debt is a smart strategy. ...

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