22 Feb Why does the government want to know my IRA value?

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

It's all about future planning for Required Minimum Distributions (RMDs)....

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22 Feb Which assets should I leave to my children?

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

Think taxes when you decide which assets to leave to heirs. ...

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21 Feb Will stepchildren owe the inheritance tax?

Posted at 11:05h in Ask NJMoneyHelp, Estate Planning

The inheritance tax will be owed by certain beneficiaries. ...

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21 Feb Have rules for 401(k) loans changed?

Posted at 10:44h in Ask NJMoneyHelp, Credit, Retirement

How to avoid a taxable distribution if you took a 401(k) loan. ...

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20 Feb When can my wife claim benefits on my record?

Posted at 11:54h in Ask NJMoneyHelp, Retirement

Know the rules before you try to claim Social Security....

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20 Feb Who gets deductions after a divorce?

Posted at 11:19h in Ask NJMoneyHelp, Real Estate, Taxes

Your jointly-owned home will be addressed in your divorce agreement....

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19 Feb Can a 529 plan pay for overseas college?

Posted at 12:02h in Ask NJMoneyHelp, College

If you're planning 18 years ahead, keep your options open....

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19 Feb How to pay off overdue medical bills

Posted at 11:04h in Ask NJMoneyHelp, Credit

The worst thing to do is to ignore unpaid medical bills....

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18 Feb Feb. 18, 2019

Posted at 15:44h in Enewsletter Archive, Uncategorized

NJMoneyHelp.com's eNewsletter for the week of Feb. 18, 2019....

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18 Feb When you don’t trust a will’s executor

Posted at 11:43h in Ask NJMoneyHelp, Estate Planning

You can take steps to follow up on an expected inheritance. ...

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