18 Jan What’s the best investment for a new retirement account?
Think low fees and a diverse mutual fund. ...
18 Jan What happens to N.J. taxes if we buy a home somewhere else?
You need to choose your state and change your domicile....
17 Jan Do I pay capital gains tax on trades in my IRA?
One of the biggest benefits of an IRA is tax-deferral. ...
17 Jan How do we know if these student loans are private or federal?
You should start your research with the federal student loan website. ...
14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....
14 Jan Is this flood insurance requirement on the level?
The language of your policy is essential to understand. ...
13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
13 Jan Will N.J. tax the sale of my Florida home?
It all depends on your residency at the time of the sale. ...
12 Jan Can a special needs trust save me taxes on retirement funds?
There are few opportunities to save on taxes on IRA distributions....
12 Jan I’m moving. Which state will tax my Roth IRA conversion?
It's all about timing and your state of residency....