18 Feb We are settling an estate. What tax returns do we have to file?
There are several items to consider when settling the estate of someone who died. ...
18 Feb My mom added us to her deed and then died. Do we owe taxes?
You may received a step-up in basis when you inherit a home. ...
17 Feb Can I use a COVID withdrawal to invest in a Roth IRA?
There are specific rules to follow when you have a CARES Act withdrawal....
17 Feb How can I best manage the options in my 401(k) plan?
Some 401(k) plans have more investment choices than others. ...
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb My ex-husband is a cop. When can I get my part of his pension?
The terms of a divorce agreement will dictate how pension benefits are paid. ...
15 Feb When are taxes due on a 2021 Roth IRA conversion?
Taxes on a conversion are due in the year the conversion is made. ...
15 Feb What tax is owed when my stepfather sells my mom’s home?
It depends in part of who the current owner of the home is. ...
12 Feb I can’t afford N.J. How will my home sale be taxed?
If your home sells for a profit, you may still now owe taxes. ...
12 Feb Must I have taxes withheld from my pension or IRA withdrawal?
You have some options when it comes to withholding taxes. ...