Ask NJ Money Help

13 Mar When a Roth conversion makes sense

Posted at 10:26h in Ask NJMoneyHelp, Retirement

Should you pay the taxes now or later on your IRA?...

Read More

13 Mar Investing strategies in the Trump era

Posted at 10:10h in Ask NJMoneyHelp, Retirement

How you should view your portfolio with President Trump. ...

Read More

10 Mar 401(k) rollover for a young investor

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Know the consequences of a 401(k) rollover. ...

Read More

10 Mar Private foundations and tax rules

Posted at 06:02h in Ask NJMoneyHelp, Taxes

What you can deduct if you donate to a private foundation. ...

Read More

09 Mar Lump sum vs. monthly investment for 529 plan

Posted at 06:07h in Ask NJMoneyHelp, College

Figuring out the best college savings strategy for you. ...

Read More

09 Mar ‘Generational arbitrage’ with dad’s money

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A strategy to pass tax-free money to your heirs. ...

Read More

08 Mar Choosing a traditional or Roth IRA

Posted at 06:06h in Ask NJMoneyHelp, Retirement

How to choose the best type of IRA for your situation. ...

Read More

08 Mar Is it time to refinance your mortgage?

Posted at 06:02h in Ask NJMoneyHelp, Credit, Real Estate

Deciding if the closing costs are worth a refinance. ...

Read More