18 Sep Can I get unemployment if I take early retirement?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Certain types of severance may delay or disqualify you from benefits. ...

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18 Sep What taxes will I pay if I move my retirement account to a Roth IRA?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Be careful when you do a rollover transaction. ...

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17 Sep I took care of my grandfather. Do I have rights to his estate?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

If you're a beneficiary, you're probably listed in the will. ...

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17 Sep Will this strategy help my Roth IRA conversion be tax-free?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Roth conversions will lead to taxes owed depending on your overall situation. ...

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16 Sep Will a 401(k) withdrawal put me in a higher tax bracket?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

The CARES Act makes an early withdrawal from a retirement account a little less painful. ...

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16 Sep Will getting unemployment hurt my Social Security benefits?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Unemployment benefits are not considered earned income for Social Security. ...

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15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Watch out for unintended consequences if you convert to a Roth IRA. ...

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15 Sep Do you have to pay fees to Medicaid after you die?

Posted at 06:02h in Ask NJMoneyHelp, Insurance

There are asset limits considered when a Medicaid recipient dies. ...

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14 Sep What will this 401(k) withdrawal mean for my divorce?

Posted at 06:04h in Ask NJMoneyHelp, Retirement, Taxes

Your 401(k) will probably be treated as a marital asset. ...

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14 Sep How much longer will I wait for this tax refund?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

The coronavirus pandemic has caused a delay in the processing of tax returns. ...

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