25 Nov What’s the truth about penalties and taxes for a 401(k) withdrawal?
You may be able to avoid penalties for a coronavirus-related distribution. ...
25 Nov Will this pension be tax-free with a move to N.J.?
If you have income of less than $100,000, it may be free of tax. ...
24 Nov Will my college student need to file a tax return?
There may be tax consequences if you get a generous scholarship. ...
24 Nov Should we keep this Medicare Advantage plan in force?
You have to review your anticipated costs to choose the the right plan for you. ...
23 Nov I was laid off from Rutgers. Should I retire or take unemployment?
Unemployment will consider vacation and sick pay when determining benefits. ...
23 Nov After mom died, my brother is staying in the house. What’s next?
The language of the will should guide an executor on how to handle an estate. ...
20 Nov Should I get rid of this annuity for another investment?
Annuities can be expensive, but you should look at the bigger picture....
20 Nov We are separated. How should we file our tax return?
Before a divorce, there are choices when it comes to filing a tax return. ...
19 Nov What happens to my 401(k) loan now that I left my job?
Loans from a 401(k) usually have to be repaid if you leave your job. ...
19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...