27 Feb Should I gift my assets to avoid gift and estate taxes?

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

You can use annual gifts to transfer property to your heirs. ...

Read More

26 Feb Under the SECURE Act, can I convert to a Roth IRA?

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

A Roth conversion can be a way to save taxes for your heirs. ...

Read More

26 Feb Federal and state income aren’t a match on this W-2. Why?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

There are some items that will be different for federal and state purposes. ...

Read More

25 Feb After divorce, who gets deductions for home expenses?

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

If you own property with your ex, you may split certain tax deductions. ...

Read More

25 Feb How can I invest without risking a downturn?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

There are more risks to consider than fluctuations in the stock market...

Read More

24 Feb Can I avoid taxes on Social Security and IRA income?

Posted at 06:03h in Ask NJMoneyHelp, Taxes

Pay attention to the standard deduction when you're calculating your income. ...

Read More

24 Feb I haven’t filed taxes in over 10 years. What should I do next?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

The IRS is unlikely to forget about unpaid taxes or unfiled tax returns. ...

Read More

21 Feb How the SECURE Act changed the inherited IRA

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

Beneficiaries of inherited IRAs can no longer take distributions over their lifetimes. ...

Read More

21 Feb How do we add our sons’ names to our home’s deed?

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

There may be unintended consequences when you add other names to your home's deed. ...

Read More

20 Feb Which Social Security rules apply to me?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Older seniors are grandfathered in with certain Social Security rules. ...

Read More