11 Feb Can my RMD go back into an IRA?

Posted at 19:27h in Ask NJMoneyHelp, Retirement, Taxes

Required Minimum Distributions can't automatically be reinvested in a retirement account. ...

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10 Feb I don’t have my W-2 yet. What to do?

Posted at 13:26h in Ask NJMoneyHelp, Taxes

If your boss hasn't sent you a W-2 yet, the IRS can help. ...

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05 Feb What to do with extra money in your monthly budget

Posted at 13:05h in Ask NJMoneyHelp, College, Retirement

If you have extra cash flow, create a plan to use it wisely....

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05 Feb The difference between ‘diversification’ and ‘asset allocation’

Posted at 12:21h in Ask NJMoneyHelp, Retirement

Both concepts are needed for a good portfolio....

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04 Feb Confused about RMDs? Here’s some clarity

Posted at 13:22h in Ask NJMoneyHelp, Retirement, Taxes

If you have to take a Required Minimum Distribution (RMD), make sure you do it right....

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04 Feb Building a new home when you still own your old home

Posted at 12:49h in Ask NJMoneyHelp, Real Estate

There are many ways to fund construction of a new home while you live in your old one....

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03 Feb Why dad is right about international investing

Posted at 15:35h in Ask NJMoneyHelp, Retirement

Exposure to international investments is an important part of a diversified portfolio...

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03 Feb How to sell inherited stock

Posted at 14:55h in Ask NJMoneyHelp, Retirement, Taxes

A checklist to consider before selling inherited stock...

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02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs

Posted at 13:33h in Ask NJMoneyHelp, Estate Planning

Broaching the topic of estate planning with elderly loved ones. ...

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02 Feb Maximizing Social Security when one spouse has health issues

Posted at 12:34h in Ask NJMoneyHelp, Retirement

Making a smart Social Security decision when one spouse has health issues. ...

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