18 Nov I’m being denied an inheritance. Can they do that?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

Beneficiary designations mean everything when it comes to your estate plan. ...

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17 Nov How do I claim a retirement plan withdrawal on my taxes?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Withdrawals from most retirement plans are considered ordinary income. ...

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17 Nov Will putting my son on my credit card account hurt my credit score?

Posted at 06:02h in Ask NJMoneyHelp, Credit

Making someone an authorized user on a credit card can help their credit history. ...

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16 Nov Nov. 16, 2020

Posted at 19:37h in Enewsletter Archive, Uncategorized

NJMoneyHelp.com's eNewsletter for the week of Nov. 16, 2020....

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16 Nov What happens to mom’s reverse mortgage if she dies?

Posted at 06:02h in Ask NJMoneyHelp, Real Estate

When a reverse mortgage holder dies, the mortgage comes due and must be paid. ...

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16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement, Taxes

Before you convert an IRA, consider the tax consequences and your cash flow. ...

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13 Nov I remarried. Should he put my name on his home’s deed?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes

When you remarry, there are considerations when it comes to asset ownership. ...

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12 Nov Can I extend the gift tax exclusion through the entire year?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

You have both an annual gift tax exclusion and a lifetime one, too. ...

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12 Nov My home’s assessment went up. What about the Senior Freeze?

Posted at 06:02h in Ask NJMoneyHelp, Real Estate, Taxes

Several factors are considered for eligibility for this tax break....

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12 Nov What happens to my disability when I turn 62?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

You have several options as you reach Social Security eligibility. ...

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