09 Mar Moving an UTMA into a 529 Plan

Posted at 11:33h in Ask NJMoneyHelp, College

You can move an UTMA into a 529 Plan, but should you? ...

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09 Mar Sick of fees? Consider an online bank

Posted at 11:06h in Ask NJMoneyHelp, Credit

The pros and cons of online banking. ...

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08 Mar Retirement and Roth IRA conversions

Posted at 12:24h in Ask NJMoneyHelp, Retirement, Taxes

The pros and cons of a Roth IRA conversion. ...

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08 Mar What’s cheaper than NJ? Everyplace

Posted at 11:17h in Ask NJMoneyHelp, Retirement

It's hard to find many places more expensive than New Jersey. ...

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07 Mar When a spouse ignores family finances

Posted at 12:09h in Ask NJMoneyHelp, Retirement

How to get your spouse involved in the family finances. ...

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07 Mar NJ tax treatment of 529 Plan earnings

Posted at 11:31h in Ask NJMoneyHelp, College, Taxes

Understand the tax treatment of 529 plans if you want to take a credit or deduction. ...

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04 Mar Tax treatment of child support and alimony

Posted at 11:34h in Ask NJMoneyHelp, Taxes

Be sure to treat alimony and child support the right way when you file your tax return. ...

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04 Mar Who should buy municipal bonds?

Posted at 11:12h in Ask NJMoneyHelp, Retirement

Municipal bonds are not right for every investor. ...

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03 Mar Tax differences with gifted or inherited stock

Posted at 11:37h in Ask NJMoneyHelp, Estate Planning, Taxes

It makes a big tax difference if you gift stock when you're alive or after you're dead ...

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03 Mar Help! I don’t have my 1099s yet

Posted at 11:08h in Ask NJMoneyHelp, Taxes

What to do if your brokerage firm is late in sending your 1099s. ...

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