09 Jan I convert funds to a Roth IRA every year. Can we talk taxes?
Estimated taxes can save you from underpayment penalties....
Taxes
08 Jan I’m moving to Florida. Will I owe taxes?
If you move out of New Jersey, the state wants its taxes....
05 Jan I’m selling my home. What happens with the exit tax?
The specifics of your residency and the timing will determine the taxes owed....
04 Jan I’m still waiting for my state tax refund. What gives?
There is help if you can't resolve a tax problem....
03 Jan I’m retiring at 56. How will my retirement income be taxed?
IF you're not a senior, you won't find as many tax savings....
03 Jan Does a Class “D” beneficiary have to pay tax on this inheritance?
State law determines which heirs are subject to inheritance tax....
02 Jan Does my bank interest get the pension exclusion?
Depending on your age and income level, you might be free of state tax....
22 Dec Will Medicare costs rise if I cash out my 401(k) to buy CDs?
CD rates are higher, but watch for unintended consequences....