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.... Read More
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. ... Read More
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. ... Read More
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. ... Read More
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. ... Read More
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.... Read More
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.... Read More
26 Feb Helping your child build good credit Posted at 12:24h in Ask NJMoneyHelp, Credit You can help your kids build good credit by adding them as authorized users on your card. ... Read More