13 Sep What’s the penalty for not taking an IRA distribution?
It's very costly to ignore your Required Minimum Distribution. ...
Taxes
12 Sep We’re downsizing. How do we calculate capital gains?
You can take advantage of expenses so you owe fewer taxes on a home sale. ...
11 Sep How does N.J. tax my out-of-state pension?
You won't be double-taxed by two states for your retirement income. ...
09 Sep How does the N.J. ‘exit tax’ work for home sellers?
The so-called "exit tax" is really just an estimated tax payment. ...
06 Sep How will my pension be taxed in New Jersey?
Your pension could be free of tax depending on your total income....
06 Sep Will this special needs trust be subject to the inheritance tax?
It depends largely on how the trust was initially funded. ...
05 Sep We’re getting married. How should we file our taxes?
When you cross states, you have to consider both state's filing rules. ...
04 Sep Can peace officers take money early from a Roth?
There is a special exemption, but not for Roth IRAs....