06 Dec How does the FAFSA treat a custodial account?

Posted at 06:06h in Ask NJMoneyHelp, College

Assets owned by the student are counted at a higher rate than parent assets. ...

Read More

05 Dec Can I retire early at 62? My wife thinks I’m nuts.

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There are several points to consider before retiring early. ...

Read More

05 Dec Will a joint savings account be considered a gift?

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

The IRS has very specific ways to look at funds in a non-spouse joint account....

Read More

04 Dec Is New York or New Jersey better for ‘death’ taxes?

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

If you want your heirs to keep more of your money, where you live matters. ...

Read More

04 Dec Can my dad protect these homes from Medicaid?

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

Certain assets can be protected from Medicaid....

Read More

03 Dec How can a young couple save a home down payment?

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

You have to take a close look at your spending and savings habits. ...

Read More

03 Dec Does an inherited IRA count on the FAFSA?

Posted at 06:02h in Ask NJMoneyHelp, College

Know what assets are considered for financial aid purposes. ...

Read More

02 Dec Will this 529 plan money lose tax-free status?

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

Qualified education expenses mean tax-free withdrawals from 529 plans. ...

Read More

02 Dec What taxes are due when I sell my home?

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

There are several taxes to consider when you sell your home. ...

Read More

29 Nov Do I have to tell New Jersey I’m moving to Florida?

Posted at 06:06h in Ask NJMoneyHelp, Real Estate, Retirement, Taxes

There are several things to do when you move to another state. ...

Read More