Retirement

05 Jul How do I treat RMDs from my deceased wife’s IRA?

Posted at 15:44h in Ask NJMoneyHelp, Retirement, Taxes

When you are a spouse, you have some advantages with inheritances. ...

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26 Jun Are the new Trump accounts better than a 529 plan?

Posted at 12:19h in Ask NJMoneyHelp, College, Retirement

Free money is great, but make sure it will suit your future needs. ...

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17 Jun I’m in all index funds. Should I pull back my stock exposure?

Posted at 12:02h in Ask NJMoneyHelp, Retirement

Your asset allocation deserves regular review. ...

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05 Jun I can’t get info on my husband’s pension. What can I do?

Posted at 12:32h in Ask NJMoneyHelp, Retirement, Taxes

You have several legal avenues to follow for more information. ...

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22 May Is there an opportunity to invest in gas because of Iran?

Posted at 11:31h in Ask NJMoneyHelp, Retirement

World events can have significant impact on the stock market. ...

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22 May What’s the penalty if you mess up your IRA distribution?

Posted at 11:27h in Ask NJMoneyHelp, Retirement, Taxes

You don't want to make a mistake with your distributions. ...

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24 Apr I’m retiring soon. Should I convert my 401(k) to a Roth?

Posted at 11:23h in Ask NJMoneyHelp, Retirement, Taxes

Roth conversions can be a powerful tool - in the right circumstances. ...

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24 Apr I won at a casino and I’m disabled. What happens now?

Posted at 11:15h in Ask NJMoneyHelp, Retirement, Taxes

A win is a win, but it may have consequences. ...

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