31 Dec I saved $200k for college. How will it be taxed?
Certain accounts can have a negative impact on financial aid. ...
Taxes
29 Dec How can I get back a penalty taken for 401(k) withdrawal?
The CARES Act allowed for penalty-free retirement account withdrawals. ...
28 Dec If we move to N.J., how will our income be taxed?
If you earn too much, you won't be eligible for the pension exclusion. ...
28 Dec When is the first distribution from this inherited IRA?
The rules for inherited IRA distributions have changed. ...
22 Dec Can I take two 401(k) distributions under the CARES Act?
The CARES Act allows you to take money from your 401(k) without penalty. ...
17 Dec Can I deduct rental losses from another state?
You may get a credit in New Jersey for a losses incurred in another state. ...
17 Dec Should I worry about a 401(k) loan becoming a distribution?
Rules for 401(k) loans have changed because of the coronavirus pandemic. ...
14 Dec Can I get back the penalty charged on a 401(k) coronavirus withdrawal?
You shouldn't be charged a penalty on an early withdrawal because of the CARES Act. ...