02 Mar Is an inheritance tax due when a 401(k) is inherited?
The relationship between the beneficiary and the deceased determines the tax....
02 Mar How much of my income can I exclude from N.J. taxes?
If you qualify, you may not pay any income tax to the state at all....
01 Mar What does an executor have to include in a list of an estate’s assets?
Executors must account for assets, pay off debts and distribute inheritances....
01 Mar Can I stop my husband and 3 children from getting an inheritance?
Meeting an estate planning attorney can ensure your wishes are followed....
28 Feb I’m getting remarried. What happens to Social Security benefits?
Your marital status makes a difference for Social Security benefits....
28 Feb We moved to N.J. in 2022. Can we get the ANCHOR rebate?
The deadline for applying for this benefit is Feb. 28. ...
27 Feb Has the IRS changed the rules for starting retirement distributions?
You can wait longer before taking your first retirement distribution....
27 Feb Our Senior Freeze was denied. What can we do?
The amount of your benefit is based on the first year you applied. ...
24 Feb If we move to Florida, will N.J. tax us on rental income?
New Jersey will want its share if you still have property here....
24 Feb My wife died. How will the sale of our home be taxed?
Taxes due will depend in part on the timing of the sale. ...