04 Sep My accountant made a mistake. Should I amend my return?
Certain retirement contributions are treated as after-tax on your return. ...
04 Sep Why is the stock market doing well even during the pandemic?
The price of stocks doesn't always match the economic realities on Main Street....
03 Sep What should I do with my 401(k) now that I’m retired?
There are options for the account, but take into consideration your entire financial situation....
03 Sep How much tax will I owe when I sell my N.J. home?
Taxes owed will depend on your overall financial situation, not just the transaction. ...
02 Sep How can I file my tax returns electronically and for free?
Tax prep companies make it harder to find free filing options. ...
02 Sep Is life insurance without a medical exam more expensive?
Life insurance companies have changed the rules in the wake of the coronavirus. ...
01 Sep How should I gift these shares of stock to my grandchildren?
Accounts started for a child will need a custodian until they become legal adults. ...
01 Sep I sold a vacation home. Do I owe the exit tax?
The so-called exit tax is really an estimated tax levied on some home sales. ...
31 Aug Do I have to pay back CARES Act withdrawal to the same account?
You have three years to make decisions about these early withdrawals. ...
31 Aug My car was totaled. Do I have to pay back the car loan?
Even if your car is totaled, you have to pay your loan obligations. ...