Retirement

11 Jan When a spouse dies, what happens with Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Understand Social Security rules before you take benefits. ...

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09 Jan Will N.J. tax this retirement plan change?

Posted at 12:15h in Ask NJMoneyHelp, Retirement, Taxes

Understand the tax consequences of a Roth IRA conversion....

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04 Jan Should I consolidate my 401(k) and IRA accounts?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Having fewer accounts gives you several advantages. ...

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03 Jan Can my wife be charged more for Medicare?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A look at what happens to benefits when you have higher income. ...

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26 Dec How can I maximize my spousal benefit?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Spousal benefit? Your own benefit? How to take home the largest check. ...

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19 Dec The gift of a financial planner

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Why working with a financial planner is helpful....

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18 Dec Will Medicare Part B cost more with 401(k) withdrawal?

Posted at 06:06h in Ask NJMoneyHelp, Insurance, Retirement

Your income will determine your Medicare premiums. ...

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12 Dec How often to rebalance your portfolio

Posted at 11:01h in Ask NJMoneyHelp, Retirement

As the market moves up and down, watch your allocation. ...

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