06 Mar Must I withhold state taxes from my pension?
If you qualify for the pension exclusion, you can probably avoid state tax withholding. ...
05 Mar Can I get tax breaks for seniors on this home?
The Homestead Rebate and the Senior Freeze both have eligibility requirements. ...
05 Mar Is a term life insurance payout tax-free to beneficiaries?
In most circumstances, income tax won't be an issue. But there's more. ...
04 Mar Can I use a 529 plan to pay off my student loans?
The SECURE Act has changed how graduates can pay off student loans. ...
04 Mar Can we get around the SECURE Act rules for inherited IRAs?
The SECURE Act has changed the way non-spouse beneficiaries take inherited IRA distributions. ...
03 Mar Do these retirement distributions count for the pension exclusion?
You may be able to avoid New Jersey taxes under the pension exclusion. ...
03 Mar Do I have to sell securities before taking money from IRA?
You can take securities out of your IRA, but you have to pay the taxes. ...
02 Mar Are these college savings really taxable in New Jersey?
New Jersey treats Coverdell education savings accounts differently from the feds....
02 Mar I’m disabled. Can I do a Roth IRA? Should I do a rollover?
You need earned income before you can contribute to an IRA. ...
28 Feb What changes for inherited IRAs under the SECURE Act?
Under the new law, you have to take distributions over 10 years. ...