Ask NJ Money Help

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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04 Jan Should I consolidate my 401(k) and IRA accounts?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Having fewer accounts gives you several advantages. ...

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03 Jan Can my wife be charged more for Medicare?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A look at what happens to benefits when you have higher income. ...

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02 Jan Can I cut my kids out of this trust?

Posted at 11:13h in Ask NJMoneyHelp, Estate Planning

The terms of a trust will dictate what happens for future generations. ...

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