03 Jun Conversion to Roth IRA not a simple decision

Posted at 13:57h in Ask NJMoneyHelp, Retirement, Taxes

Consider your entire money situation before choosing a Roth conversion ...

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03 Jun Protecting an inheritance from taxes

Posted at 13:31h in Ask NJMoneyHelp, Estate Planning

Understanding inheritance and estate taxes in New Jersey...

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02 Jun Yikes! My husband didn’t file our tax returns

Posted at 16:49h in Ask NJMoneyHelp, Taxes

Act quickly to file delinquent tax returns...

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02 Jun Using your life insurance policy’s cash value for college

Posted at 12:23h in Ask NJMoneyHelp, Credit, Insurance

The pluses and pitfalls of using an insurance policy's cash value...

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01 Jun I saved too much for college. Now what?

Posted at 15:52h in Ask NJMoneyHelp, College

Your options for extra money in a 529 Plan...

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01 Jun Staying independent if you need long-term care

Posted at 15:28h in Ask NJMoneyHelp, Insurance

Long-term care costs can blow a carefully-planned retirement budget...

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29 May You have credit reports beyond the big three

Posted at 17:58h in Ask NJMoneyHelp, Credit

You have the right to dispute errors on your credit reports. ...

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28 May What if we get hit by a truck?

Posted at 11:05h in Ask NJMoneyHelp, Retirement

Choosing Social Security benefits to maximize your lifetime benefit...

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27 May How early is too early for an early retirement?

Posted at 12:01h in Money Makeovers

Sam and Deb want to retire early, but how early can they afford to take the big move?...

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26 May Taxation and investing of inherited IRA distributions

Posted at 12:03h in Ask NJMoneyHelp, Retirement, Taxes

You can't avoid taxes on RMDs from Inherited IRAs, but you can invest anywhere ...

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