15 May A special needs trust beneficiary died. What taxes are due?
It depends on how the special needs trust was established and funded. ...
15 May I moved to N.J. Can I get the Senior Freeze?
The Senior Freeze was designed to help eligible seniors with property tax costs. ...
14 May We’re not getting a stimulus payment. Why not?
The CARES Act didn't include stimulus payments for all dependents, but that could change. ...
14 May Will New Jersey tax my husband’s police pension?
Federal law doesn't allow states to double-tax your pension. ...
13 May My husband and I pay taxes. Where is our stimulus check?
Millions of Americans continue to wait for their coronavirus stimulus payments. ...
13 May I was forced to retire early. Should I pay off my mortgage?
You have to take a close look at your cash flow for your future retirement years. ...
12 May Can I collect unemployment and a pension at the same time?
A lot depends on the kind of pension you have and who funded it. ...
12 May Will we save on taxes if we file separately?
Sometimes it makes sense to file separately to take advantage of certain rules. ...
11 May Is there an income limit to doing a Roth conversion?
Roth conversions are popular as required distributions are suspended for 2020....
11 May Do we qualify for the New Jersey pension exclusion?
If you earn less than $100,000 a year, you may qualify for the pension exclusion....