Retirement

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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26 Mar I won a jackpot. Will I really lose SSI benefits?

Posted at 11:56h in Ask NJMoneyHelp, Retirement

Needs-based programs can be affected by unexpected income. ...

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20 Mar Should I use a Roth 401(k)?

Posted at 12:08h in Ask NJMoneyHelp, Retirement

Each eligible taxpayer should consider the short- and long-term consequences. ...

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