13 Mar When a Roth conversion makes sense

Posted at 10:26h in Ask NJMoneyHelp, Retirement

Should you pay the taxes now or later on your IRA?...

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13 Mar Investing strategies in the Trump era

Posted at 10:10h in Ask NJMoneyHelp, Retirement

How you should view your portfolio with President Trump. ...

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10 Mar 401(k) rollover for a young investor

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Know the consequences of a 401(k) rollover. ...

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10 Mar Private foundations and tax rules

Posted at 06:02h in Ask NJMoneyHelp, Taxes

What you can deduct if you donate to a private foundation. ...

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09 Mar Lump sum vs. monthly investment for 529 plan

Posted at 06:07h in Ask NJMoneyHelp, College

Figuring out the best college savings strategy for you. ...

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09 Mar ‘Generational arbitrage’ with dad’s money

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A strategy to pass tax-free money to your heirs. ...

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08 Mar Choosing a traditional or Roth IRA

Posted at 06:06h in Ask NJMoneyHelp, Retirement

How to choose the best type of IRA for your situation. ...

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08 Mar Is it time to refinance your mortgage?

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

Deciding if the closing costs are worth a refinance. ...

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07 Mar Preparing for personal bankruptcy

Posted at 06:07h in Ask NJMoneyHelp, Credit

What happens to judgments if you file for bankruptcy?...

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07 Mar How to choose a low-cost broker

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Don't waste your money on high commissions and fees. ...

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