06 Apr Should I send a late 1099 form to the IRS?
You don't want to raise unnecessary red flags to your tax return....
06 Apr Do I have to pay inheritance tax to N.J.?
The inheritance tax is determined by the relationship of the heir to the deceased....
05 Apr Should I use 529 plan or UTMA for my grandchild’s college?
When you save for college, understand the options....
05 Apr I’m self-employed. Can I save more in a Solo 401(k)?
The IRS sets retirement plan contribution limits each year....
04 Apr I want to cash out annuity to pay reverse mortgage. What’s next?
It's smart to seek out a professional for big money decisions. ...
04 Apr What happens to income when someone leaves a nursing home?
If you have income, Medicaid will take its share....
03 Apr We’re selling a co-op. Will we owe the exit tax?
The exit tax is really just an estimated tax on the sale of a home. ...
03 Apr What is the statute of limitations on tax bills?
If you receive a collections notice, you need to do some research....
31 Mar Will I get the cost-of-living increases for Social Security?
Cost-of-living increases help retirees keep up with rising costs. ...
30 Mar I’m retiring and my pension loan lowers my payment. What to do?
Before you retire, make sure you understand what changes for any retirement plan loans. ...