28 Jan How long do I have to keep paperwork after someone dies?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Get the shredder! You don't need to keep everything forever....

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28 Jan How will N.J. tax my federal pension?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

Depending on your income level, it could be free of state tax....

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27 Jan How are gains in an IRA taxed when you take money out?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

Money from a traditional IRA is treated as income. ...

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27 Jan I was married twice. What are my Social Security options?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

You have several options to maximize your benefits....

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26 Jan How should I take distributions from these inherited IRAs?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

The rules for taking distributions changed with the SECURE Act....

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26 Jan My son doesn’t want a credit card. I think he needs one.

Posted at 05:01h in Ask NJMoneyHelp, Credit

With no credit history, it will be hard to get a loan....

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25 Jan How much tax will I owe N.J. when I sell my home?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

It's possible you won't owe a single penny in tax on the sale. ...

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25 Jan How much money can I give without owing gift tax?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

You have a high lifetime exclusion when it comes to gifting. ...

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24 Jan How do I choose investments for my 401(k) and IRA?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

You should consider your tolerance for risk and your time horizon....

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24 Jan I give $30K to charities. What happens with my tax return?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

Depending on your situation, you may find some tax savings. ...

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