01 Apr Do I have to report this distribution on my 2020 tax return?
The CARES Act made changes to retirement distributions in 2020....
01 Apr Which tax return will the IRS base my third stimulus payment on?
You should file a 2020 tax return if you haven't received a stimulus payment yet. ...
31 Mar Do I pay more tax on my COVID withdrawal if taxes were withheld?
The exact amount of tax owed will depend on your complete tax situation. ...
31 Mar What’s the best place to keep cash I will use to pay off mortgage?
Money that you need in the short-term shouldn't be in the stock market....
30 Mar Can I use severance pay to qualify to save in an IRA?
There are eligibility requirements to meet before you can invest in an IRA....
30 Mar Can I pay all taxes on COVID withdrawal after filing my return?
You have several options to pay taxes on coronavirus-related withdrawals....
29 Mar Should I own bonds even though interest rates are low?
There is a place for bonds in a long-term, diversified portfolio. ...
29 Mar Will all of my income be taxed in N.J.?
If you have income of less than $100,000, it may be tax-free. ...
26 Mar Will a disability claim change affect other benefits?
Qualifications for government programs have very specific rules....
26 Mar Can I pay tax on Roth IRA conversions using other funds?
It's up to you where you take money to pay your tax bill. ...