02 Oct Will our daughter’s old creditors come after money we gift her?
Old debts can come back to haunt you, so protect your assets. ...
02 Oct What’s needed to transfer this inherited stock account?
You will need documentation as required by the financial institution. ...
01 Oct I took money from my 401(k). Can I get back the taxes withheld?
You may have to wait until you file your tax return to reconcile the funds. ...
01 Oct Do I have to take money from my 401(k) or IRA in 2020?
The CARES Act allows you to skip your Required Minimum Distribution in 2020. ...
30 Sep How can I find out if my credit has been compromised?
Data breaches are all too common, so what can you do to protect yourself?...
30 Sep Will my N.Y.S. pension be taxed if I move to N.J.?
The law prevents your pension from being taxed by two states. ...
29 Sep Can I take losses on my stocks and use the standard deduction?
Things have changed since the standard deduction was substantially increased. ...
29 Sep Can I pay church dues through my IRA as a charitable donation?
You can make charitable donations directly from your IRA and save on taxes. ...
28 Sep After someone dies, here’s what an executor needs to know
The executor is in charge of distributing inheritances and more. ...
28 Sep If I take from my 401(k), what happens with state taxes?
New Jersey does not follow the helpful federal tax rules under the CARES Act. ...