30 Jan The lowdown on Required Minimum Distributions (RMDs)

Posted at 13:26h in Ask NJMoneyHelp, Retirement

When you have multiple IRA and annuity accounts, Required Minimum Distributions (RMDs) can be complicated....

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30 Jan Term versus permanent life insurance

Posted at 12:59h in Ask NJMoneyHelp, Insurance

Choosing the right kind of life insurance depends on your goals and your budget. ...

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28 Jan Using a donor advised fund for charitable giving

Posted at 13:22h in Ask NJMoneyHelp, Estate Planning, Taxes

A donor advised fund can be a great way to give to charity and help your tax and estate planning. ...

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26 Jan How and when to fund a 529 Plan

Posted at 12:47h in Ask NJMoneyHelp, College

Be cautious before you gift money for college. ...

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23 Jan When can I afford to retire?

Posted at 13:32h in Ask NJMoneyHelp, Retirement

You need to understand your income sources in retirement before you take the plunge....

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21 Jan Using a second home as a rental

Posted at 12:53h in Ask NJMoneyHelp, Real Estate

Using a second home as a rental home requires lots of consideration....

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21 Jan What to use first? A 529 Plan or an UTMA?

Posted at 12:26h in Ask NJMoneyHelp, College

Strategies for spending money in a Uniform Transfer To Minors Act account....

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20 Jan Avoiding red flags when you donate stuff to charity

Posted at 12:56h in Ask NJMoneyHelp, Estate Planning, Taxes

Before you take a deduction for donating household goods, be sure to follow IRS guidelines. ...

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20 Jan Calculating capital gains tax on inherited stock

Posted at 12:16h in Ask NJMoneyHelp, Retirement, Taxes

Determining what capital gains taxes may be owed on inherited stock....

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19 Jan Taking a charitable deduction the right way

Posted at 16:54h in Ask NJMoneyHelp, Taxes

How to take with right deduction for a charitable contribution with benefits. ...

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