19 Feb My mom died. How do I manage ANCHOR for an estate?
After someone dies, their estate can still receive the ANCHOR benefit....
Taxes
16 Feb How much tax will I have to pay on my pension?
Several issues come into play when determining your tax liability....
14 Feb My sister and I inherited a home. What happens when I buy her out?
There are costs when a home is transferred to a new owner. ...
13 Feb I have three IRAs and I need a distribution. Help?
Keep your IRA records so you don't end up being taxed twice....
12 Feb Should I lower 401(k) contributions to do a Roth IRA?
Tax breaks now or later? How to balance your goals. ...
12 Feb My wife left me. Can I file taxes as a single?
Your official marital status matters when you file a tax return....
09 Feb How do I report qualified dividends on my tax return?
IRS worksheets are good, but sometimes online help is better. ...
07 Feb Is there a federal pension exclusion?
You might not owe income tax in New Jersey, but federally is a different story....