Ask NJ Money Help

16 Jul How many RMDs do I take, and when?

Posted at 11:15h in Ask NJMoneyHelp, Retirement

Required Minimum Distribution rules can be confusing. Here's help....

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16 Jul Helping a parent who never managed money

Posted at 10:34h in Ask NJMoneyHelp, Estate Planning

Without prying, strategies to help an older relative....

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13 Jul How to separate your credit from your spouse’s

Posted at 06:06h in Ask NJMoneyHelp, Credit

Here's how to make sure your credit accounts aren't mixed....

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13 Jul The pension exclusion for singles

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

Understanding what's different for the pension exclusion based on marital status....

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12 Jul What higher interest rates mean for CDs

Posted at 06:05h in Ask NJMoneyHelp, Retirement

Now that interest rates are rising, here's what to consider. ...

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12 Jul Running out of tax-deferred options?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Once you max out other plans, here are ideas for tax-advantaged investments. ...

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11 Jul How your inheritance will be taxed

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

Inherited assets will have a step-up in basis, and this can save you in taxes. ...

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11 Jul If you can’t pay your 401(k) loan

Posted at 06:02h in Ask NJMoneyHelp, Credit

It will be costly if you can't pay back your 401(k) loan because of a job loss. ...

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