04 May How much of my traditional IRA can I convert to a Roth?

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

A Roth IRA can be a valuable strategy for retirement savings....

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01 May What happens when the trustee of a trust dies?

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

The terms of the trust may specify what happens if a trustee dies. ...

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01 May Do I need to file taxes for years when I was in prison?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

Even those in prison need to pay taxes if they have enough income. ...

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30 Apr Will I get this stimulus payment and will I have to give it back?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

There is an extra $500 per child stimulus payment for those who are 16 and younger. ...

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30 Apr Do I have to take a distribution from my inherited IRA?

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

Beneficiaries get a break on taking a distribution because of the coronavirus crisis. ...

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29 Apr How can I estimate my Social Security benefits?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

The Social Security Administration has sevral tools to help you estimate benefits. ...

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29 Apr Should I have residency in N.J. or Florida to save on taxes?

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

Taxes are not the only issue when you choose a state in which to live. ...

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28 Apr Can I take from my IRA to make a 2019 contribution?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A few things have changed for IRAs because of the CARES Act. ...

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28 Apr How can I manage our bills with one low income?

Posted at 06:06h in Ask NJMoneyHelp, Credit

It's a matter of income versus expenses. These are hard times. ...

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27 Apr What are the rules when a beneficiary inherits an IRA?

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

The SECURE Act changed how you must take distributions from inherited IRAs?...

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