Ask NJ Money Help

04 Oct Do I get the Homestead Rebate if I sell?

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

Don't lose your rebate, even if you sell your home. ...

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04 Oct You’re not limited to N.J.’s 529 plan

Posted at 06:02h in Ask NJMoneyHelp, College

You can choose out-of-state 529 plan options, and maybe you should. ...

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03 Oct If Warren Buffett buys a company, what happens?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Understanding what a corporate takeover means for your investment. ...

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03 Oct Should I withhold tax from inherited 401(k)?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Your tax situation changes after losing a spouse, so act carefully. ...

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02 Oct What income counts for the pension exclusion?

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

The retiree tax break includes more than pension income....

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02 Oct Cost basis for dividend reinvestments

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Calculating cost basis for shares from reinvested dividends....

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29 Sep Can I get out of my annuity?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Considering annuity payouts vs. bailing completely....

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29 Sep When a charitable gift annuity is smart

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

Giving to charity while helping your own money situation. ...

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