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25 Mar For Medicaid, should parents put kids on joint account?

Posted at 06:01h in Ask NJMoneyHelp, Estate Planning

Shifting assets to prepare for Medicaid isn't a simple act. ...

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24 Mar Can I invest profits from a home sale in an IRA?

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

There are limits to how much you can save in a Roth IRA. ...

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24 Mar What happens to Social Security when a spouse dies?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

The higher Social Security benefit will go to the surviving spouse....

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23 Mar Must I sell stock for inherited IRA distribution with SECURE Act?

Posted at 06:07h in Ask NJMoneyHelp, Retirement, Taxes

The new 10-year distribution rule for inherited IRAs gives investors some options. ...

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23 Mar Can I deduct my charity work on my tax return?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

You may be able to take a deduction on your charitable work if you itemize. ...

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23 Mar March 23, 2020

Posted at 06:06h in Enewsletter Archive, Uncategorized

NJMoneyHelp.com's eNewsletter for the week of March 23, 2020....

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20 Mar How would Social Security benefits work when my husband dies?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There are several factors to consider when deciding how to take Social Security. ...

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20 Mar How do we figure out the taxation of this retirement account?

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

Certain accounts are partly taxable. Here's how to do the math....

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19 Mar Bankruptcy filings will be on the rise as the coronavirus spreads

Posted at 16:20h in Viewpoints

Coronavirus will have a long-term impact on the finances of Americans. ...

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19 Mar How will my assets go to my adult children when I die?

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

Talk to an estate planning attorney so your assets are distributed as you plan. ...

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