Ask NJ Money Help

05 Mar Confusion over pre- and after-tax contributions

Posted at 19:47h in Ask NJMoneyHelp, Retirement, Taxes

Sleuthing to determine the taxation of a retirement account...

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05 Mar When a 529 Plan beneficiary dies

Posted at 19:31h in Ask NJMoneyHelp, College

The penalty for a non-qualified withdrawal is waived in the case of death....

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04 Mar Juggling several home options, choosing domicile for retirement

Posted at 11:44h in Ask NJMoneyHelp, Real Estate, Retirement

Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...

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03 Mar What is the dreaded AMT?

Posted at 13:57h in Ask NJMoneyHelp, Taxes

More than you ever wanted to know about the Alternative Minimum Tax. ...

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03 Mar Leaving your estate to a baby

Posted at 12:48h in Ask NJMoneyHelp, Estate Planning

You can leave your estate to a baby, but be sure to do it the right way. ...

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02 Mar How often should I take Required Minimum Distributions (RMDs)?

Posted at 15:22h in Ask NJMoneyHelp, Retirement, Taxes

Deciding when to take Required Minimum Distributions is an important part of your retirement plan. ...

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02 Mar Tax-smart gifting to a grandchild

Posted at 14:49h in Ask NJMoneyHelp, Estate Planning, Taxes

How you gift assets -- and which assets you gift -- will have differing tax consequences....

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27 Feb Should I pay off my mortgage?

Posted at 12:14h in Ask NJMoneyHelp, Real Estate, Retirement

You have to think numbers and emotions if you're considering a mortgage payoff....

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