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. ...
Taxes
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. ...
14 Dec How does a 401(k) loan affect my husband’s unemployment benefits?
Unemployment benefits should not be impacted by a 401(k) withdrawal. ...
11 Dec I’m a Florida resident now. Will I owe the exit tax on my N.J. home?
The exit tax is really just an estimated tax withheld when you sell a home and leave the state. ...
09 Dec If I rent after I sell my home, do I have to pay taxes on the profit?
Taxes owed on a home sale are determined by several specific rules. ...
08 Dec When will I get a refund of the exit tax from my home sale?
Tax authorities had slowdowns because of the coronavirus pandemic. ...
07 Dec How much can I take from inherited IRA without hurting my taxes?
There are new rules governing how when you must withdraw from an inherited IRA. ...
04 Dec What happens to tax credits now that our home is in a trust?
There may be unintended consequences by putting a house in a trust. ...