Retirement

11 Nov If you’re nervous about the stock market

Posted at 11:15h in Ask NJMoneyHelp, Retirement

Don't take too much risk if you're near retirement....

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09 Nov Our age difference and our portfolio

Posted at 12:25h in Ask NJMoneyHelp, Retirement

Planning for couples who have a big age difference can be complicated....

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05 Nov To Roth or not? Choosing your first 401(k)

Posted at 11:31h in Ask NJMoneyHelp, Retirement

Helping a young adult choose between a Roth 401(k) and a traditional 401(k)....

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03 Nov Can I hide money overseas?

Posted at 12:16h in Ask NJMoneyHelp, Retirement, Taxes

You're in for a world of hurt if you get caught hiding money overseas. ...

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03 Nov Age 70 1/2 and your Roth IRA

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

Roth help relieve strict retirement savings rules if you're over 70 1/2. ...

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02 Nov Must I sell stock for IRA distribution?

Posted at 11:57h in Ask NJMoneyHelp, Retirement, Taxes

When taking Required Minimum Distributions, follow the rules. ...

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29 Oct Am I getting hoodwinked by my CFP?

Posted at 11:39h in Ask NJMoneyHelp, Retirement

Some investments have rules you have to follow -- even if you don't want to. ...

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22 Oct A widow and a windfall: how to invest

Posted at 10:45h in Ask NJMoneyHelp, Retirement

A new widow isn't sure what to do with a $500,000 life insurance payout. ...

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