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....
04 Jan A bank refused to give me rolls of quarters. Can they do that?
As private businesses, banks have some latitude in policies....
04 Jan I’m still waiting for my state tax refund. What gives?
There is help if you can't resolve a tax problem....
03 Jan I’m retiring at 56. How will my retirement income be taxed?
IF you're not a senior, you won't find as many tax savings....
03 Jan Does a Class “D” beneficiary have to pay tax on this inheritance?
State law determines which heirs are subject to inheritance tax....