11 Jan When a spouse dies, what happens with Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Understand Social Security rules before you take benefits. ...

Read More

10 Jan Are other state 529 plans better than N.J.’s?

Posted at 06:06h in Ask NJMoneyHelp, College

Not all 529 plans are created equal....

Read More

09 Jan Why didn’t we qualify for the pension exclusion?

Posted at 12:30h in Ask NJMoneyHelp, Taxes

If you earn one dollar too many, you lose this tax benefit. ...

Read More

09 Jan Will N.J. tax this retirement plan change?

Posted at 12:15h in Ask NJMoneyHelp, Retirement, Taxes

Understand the tax consequences of a Roth IRA conversion....

Read More

08 Jan When a Parent PLUS co-signer dies

Posted at 06:04h in Ask NJMoneyHelp, College

Co-signers are held to different standards. ...

Read More

07 Jan Who pays taxes on this inherited IRA?

Posted at 09:14h in Ask NJMoneyHelp, Estate Planning

Someone will have to pay taxes for an inherited IRA. But who?...

Read More

04 Jan Should I pay down debt or save this money?

Posted at 06:06h in Ask NJMoneyHelp, Credit

Here's why paying off debt is a smart strategy. ...

Read More

04 Jan Should I consolidate my 401(k) and IRA accounts?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Having fewer accounts gives you several advantages. ...

Read More

03 Jan Can my wife be charged more for Medicare?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A look at what happens to benefits when you have higher income. ...

Read More

02 Jan Can I cut my kids out of this trust?

Posted at 11:13h in Ask NJMoneyHelp, Estate Planning

The terms of a trust will dictate what happens for future generations. ...

Read More