23 Oct My mom’s executor hasn’t given out our inheritances. What now?
The executor has a duty to follow the wishes of the deceased. ...
22 Oct Do I have to take a retirement withdrawal this year?
Coronavirus relief rules have changed what happens for Required Minimum Distributions. ...
22 Oct What will this withdrawal mean for the pension exclusion?
If you have more than $100,000 in income, you won't qualify. ...
21 Oct Do I have to leave my investments to my wife?
When you're married, you have to consider the rules that will cover your assets. ...
21 Oct How do I pay taxes on a coronavirus retirement account withdrawal?
Any money taken from a retirement account is taxed as ordinary income. ...
20 Oct We’re selling our home. What will we owe in taxes?
You may be eligible for a capital gains exclusion to reduce your tax liability. ...
20 Oct My company went bankrupt. What happens to my 401(k)?
Your employer isn't the one who controls your 401(k) plan assets....
19 Oct Oct. 19, 2020
NJMoneyHelp.com's eNewsletter for the week of Oct. 19, 2020....
19 Oct Should I create a company to hold properties my kids will inherit?
You should speak to an estate planning attorney to plan for your heirs. ...
19 Oct What taxes are paid when you convert to a Roth IRA?
Converting a traditional IRA to a Roth has long-term positives. ...