Retirement

10 Jun Was buying an annuity a mistake?

Posted at 10:21h in Ask NJMoneyHelp, Insurance, Retirement

Annuities often have high surrender fees ...

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09 Jun A retirement head start for grandkids

Posted at 11:08h in Ask NJMoneyHelp, Retirement

Using RMDs to start an IRA for a child...

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03 Jun Conversion to Roth IRA not a simple decision

Posted at 13:57h in Ask NJMoneyHelp, Retirement, Taxes

Consider your entire money situation before choosing a Roth conversion ...

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28 May What if we get hit by a truck?

Posted at 11:05h in Ask NJMoneyHelp, Retirement

Choosing Social Security benefits to maximize your lifetime benefit...

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26 May Taxation and investing of inherited IRA distributions

Posted at 12:03h in Ask NJMoneyHelp, Retirement, Taxes

You can't avoid taxes on RMDs from Inherited IRAs, but you can invest anywhere ...

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19 May How to pick a mutual fund

Posted at 15:32h in Ask NJMoneyHelp, Retirement

Some guidance to wade through thousands of fund offerings...

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14 May How to watch your money grow

Posted at 13:00h in Ask NJMoneyHelp, Retirement

Plan your asset allocation wisely ...

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14 May Social Security strategies when a spouse is ill

Posted at 12:23h in Ask NJMoneyHelp, Retirement

Options for Social Security benefits before a spouse's early death....

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