Ask NJ Money Help

21 Jun Is a personal needs account balance exempt from Medicaid recovery?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Retirement

Medicaid will recover certain funds after a beneficiary dies....

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20 Jun This house is in a trust. Can we get the $500K gain exclusion?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

You may owe taxes on the gain from a home sale depending on your status. ...

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20 Jun How much is owed in tax when I sell this rental property?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

The rules for rental homes are different from primary residences....

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20 Jun Can I take a deduction for my 529 plan contributions?

Posted at 05:01h in Ask NJMoneyHelp, College, Taxes

Different states have different rules for college savings deductions....

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19 Jun Will this retired trooper’s pension be taxed if he moves to N.J.?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Your income may be free of tax depending on your total income level. ...

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16 Jun I need to do an estate plan. What documents should I get?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

There are three important estate planning documents everyone should have. ...

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15 Jun Should I take Social Security at age 62?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

The longer you wait to take your benefits, the larger they will be. ...

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14 Jun College is coming. How do we set a budget for our kid?

Posted at 05:01h in Ask NJMoneyHelp, College

It's all about income, expenses and discretionary costs....

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