Ask NJ Money Help

13 Jan Sending your Required Minimum Distribution (RMD) directly to charity

Posted at 11:22h in Ask NJMoneyHelp, Estate Planning, Retirement

You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...

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09 Jan Juggling 529 plans for three kids to pay for college without borrowing… yet

Posted at 11:47h in Ask NJMoneyHelp, College

If you're the owner of a 529 plan, you have several options for beneficiary changes if you need them....

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09 Jan Taking a pension now or later

Posted at 11:37h in Ask NJMoneyHelp, Retirement

When you take a pension will normally make a big difference in your monthly payment. ...

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08 Jan Gifting assets to lower estate tax burden

Posted at 12:22h in Ask NJMoneyHelp, Estate Planning

Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...

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08 Jan A safe and sound investment with a 12% return?

Posted at 11:25h in Ask NJMoneyHelp, Retirement

Safe and sound and 12% don't fit in the same investment sentence. ...

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07 Jan Does my income count this year or last year?

Posted at 18:31h in Ask NJMoneyHelp, Taxes

When your boss sends your payment versus when you receive the check -- it matters for your tax return. ...

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07 Jan My pension: a lump sum or a monthly payment?

Posted at 12:33h in Ask NJMoneyHelp, Retirement

A lump sum might sound attractive, but it's not always the best pension option....

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06 Jan Use a team of experts to create your estate plan

Posted at 11:51h in Ask NJMoneyHelp, Estate Planning

When you're planning for estate taxes, you'll benefit from a team of money pros. ...

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