18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....
17 Apr Are the income rules for pension exclusion the same as Senior Freeze?
Income limits change for different state programs. ...
17 Apr What do I need to know about converting to a Roth IRA?
You'll pay taxes now in exchange for a tax-free account in the future....
16 Apr Will Medicaid go after a $16K estate?
If there are assets after you die, Medicaid will take a look....
16 Apr I had cancer so I didn’t apply for the Homestead Rebate. Now what?
If you've missed out, you still have a long-shot chance to get it. ...
15 Apr Can I use money in an irrevocable trust created in N.Y.?
A New Jersey attorney should review your trust if it was made in another state. ...
15 Apr My wife doesn’t have Social Security. How can she get my benefit?
If you're married, you can strategize to maximize your benefits....
11 Apr Are bonds and life insurance subject to inheritance tax?
Some assets are not subject to the state's inheritance tax....
11 Apr Why do senior citizens have to pay school taxes?
Taxes pay for public services, even if you don't personally use them....
10 Apr Will my IRA distribution be subject to income tax?
Your tax burden will depend on income levels and more. ...