12 Jan I think my son’s marriage could end. What about inheritances?
State law coupled with your estate plan can protect the assets....
12 Jan Is it worth buying pension credits for this teacher?
Pension credits can help boost your payout when you retire. ...
10 Jan At what age can an IRA beneficiary get control of the account?
The age of majority - 18 or 21 - is different for various transactions. ...
10 Jan What tax is owed on a $500K home sale?
Several items determine how much is owed in taxes on a home sale. ...
09 Jan Do I have too much of my retirement savings in stocks?
Diversity is important, but so is your tolerance for risk. ...
09 Jan I convert funds to a Roth IRA every year. Can we talk taxes?
Estimated taxes can save you from underpayment penalties....
08 Jan What happens to stored embryos in a divorce?
The courts will first look to documents, which may spell out what happens. ...
08 Jan I’m moving to Florida. Will I owe taxes?
If you move out of New Jersey, the state wants its taxes....
05 Jan My husband left his assets to our daughter. What can I do?
There are laws to protect a spouse when their partner in marriage dies....
05 Jan I’m selling my home. What happens with the exit tax?
The specifics of your residency and the timing will determine the taxes owed....