11 Sep I was offered voluntary severance. Can I get unemployment benefits?
It depends what kind of severance package you receive. It may be considered income. ...
11 Sep This trust was supposed to protect money. Was it a mistake?
State law needs to be considered when developing an estate plan. ...
10 Sep Will we qualify for stimulus payments when we file our 2020 return?
If you don't get a stimulus payment, you could get it when you file your taxes. ...
10 Sep Was the wrong person given this bank account after owner’s death?
Certain accounts follow different distribution rules when an owner dies. ...
09 Sep I had a 401(k) withdrawal. What’s taxable under the CARES Act?
You may be able to avoid penalties and some taxes too. ...
09 Sep What taxes do I have to pay on an inheritance from N.Y. resident?
There are several rules when it comes to inheritance taxes. ...
08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?
Under certain circumstances, you can qualify for a penalty-free withdrawal....
08 Sep I was given a gift of $45K. How much do I owe in taxes?
When you receive a gift in New Jersey, you won't owe any taxes. ...
07 Sep Are fractional shares a smart way to start investing?
Buying fractional shares is the latest craze in investing. ...
07 Sep Can I get unemployment if I take money out of my 401(k)?
You will need to speak to an agent who can review your claim. ...