10 Mar Mutual fund distributions and your tax return

Posted at 11:34h in Ask NJMoneyHelp, Taxes

Don't get a tax surprise because you own a mutual fund....

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09 Mar Can I get umbrella insurance if I don’t have car insurance?

Posted at 16:32h in Ask NJMoneyHelp, Insurance

Why umbrella insurance is an important part of any financial plan. ...

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09 Mar Do I qualify for college tax breaks?

Posted at 11:57h in Ask NJMoneyHelp, College, Taxes

There are some very helpful college tax deductions and credits -- if you qualify. ...

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06 Mar Ideas to pay for a grandchild’s college

Posted at 12:48h in Ask NJMoneyHelp, College

A 529 Plan is a smart way to save for a grandchild's college education. ...

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06 Mar Are my retirement accounts safe from creditors?

Posted at 12:07h in Ask NJMoneyHelp, Credit, Retirement

Retirement accounts are treated differently from other assets....

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05 Mar Confusion over pre- and after-tax contributions

Posted at 19:47h in Ask NJMoneyHelp, Retirement, Taxes

Sleuthing to determine the taxation of a retirement account...

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05 Mar When a 529 Plan beneficiary dies

Posted at 19:31h in Ask NJMoneyHelp, College

The penalty for a non-qualified withdrawal is waived in the case of death....

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04 Mar Juggling several home options, choosing domicile for retirement

Posted at 11:44h in Ask NJMoneyHelp, Real Estate, Retirement

Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...

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03 Mar What is the dreaded AMT?

Posted at 13:57h in Ask NJMoneyHelp, Taxes

More than you ever wanted to know about the Alternative Minimum Tax. ...

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03 Mar Leaving your estate to a baby

Posted at 12:48h in Ask NJMoneyHelp, Estate Planning

You can leave your estate to a baby, but be sure to do it the right way. ...

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