08 May How can I make this inherited IRA last longer?
The rules for inherited IRAs changed with the SECURE Act....
Taxes
02 May How long should I keep N.J. tax returns and related records?
Digital records will be sufficient as an alternative to physical papers....
28 Apr Should tax preparers give advice or just run the numbers?
Discussions with your tax preparer are important, so get someone who is prepared....
28 Apr I work virtually for an N.J. company. Do I owe state taxes?
When you're dealing with multiple states, where the work is performed matters....
26 Apr Why is the ANCHOR property tax rebate for 2019?
The property tax benefit is always a couple of years behind....
24 Apr How much of my IRA is taxable if I convert to a Roth?
No one wants to be taxed twice on the same money....
24 Apr I own in Florida and rent in N.J. How am I taxed on my income?
Domicile and residency are important when it comes to state tax....
21 Apr I have to take an RMD. Will this strategy help me save on taxes?
Some tax-saving strategies also have downsides for your finances....