16 Sep Will getting unemployment hurt my Social Security benefits?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Unemployment benefits are not considered earned income for Social Security. ...

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15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides?

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

Watch out for unintended consequences if you convert to a Roth IRA. ...

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15 Sep Do you have to pay fees to Medicaid after you die?

Posted at 06:02h in Ask NJMoneyHelp, Insurance

There are asset limits considered when a Medicaid recipient dies. ...

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14 Sep Sept. 14, 2020

Posted at 13:12h in Enewsletter Archive, Uncategorized

NJMoneyHelp.com's eNewsletter for the week of Sept. 14, 2020....

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14 Sep What will this 401(k) withdrawal mean for my divorce?

Posted at 06:04h in Ask NJMoneyHelp, Retirement, Taxes

Your 401(k) will probably be treated as a marital asset. ...

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14 Sep How much longer will I wait for this tax refund?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

The coronavirus pandemic has caused a delay in the processing of tax returns. ...

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11 Sep I was offered voluntary severance. Can I get unemployment benefits?

Posted at 06:07h in Ask NJMoneyHelp, Retirement

It depends what kind of severance package you receive. It may be considered income. ...

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11 Sep This trust was supposed to protect money. Was it a mistake?

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

State law needs to be considered when developing an estate plan. ...

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10 Sep Will we qualify for stimulus payments when we file our 2020 return?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

If you don't get a stimulus payment, you could get it when you file your taxes. ...

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10 Sep Was the wrong person given this bank account after owner’s death?

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

Certain accounts follow different distribution rules when an owner dies. ...

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