15 Feb I’m confused about in-kind IRA penalties. Help!
If you don't take out enough, the penalties are steep....
15 Feb What happens to Medicaid if mom gifts her IRA to her kids?
There is a five-year period where Medicaid will look at your finances....
14 Feb My daughter is always asking for money. Should she file for bankruptcy?
Bankruptcy can be a fresh start but it's not right for everyone....
14 Feb I changed my bank account. What will happen to my ANCHOR payment?
The deadline for the ANCHOR benefit is fast approaching....
13 Feb We’re moving to Florida. What happens with taxes on our N.J. home?
You may be eligible for a tax break but timing matters. ...
13 Feb My mom gets SSI. Can I buy her a home to live in?
You want to make sure she isn't disqualified from her benefits....
10 Feb I overpaid taxes for my deceased aunt. Can I get a refund?
There is a time limit to get money back if you've paid taxing authorities too much. ...
10 Feb Should I work longer to qualify for Social Security?
If you have a government pension, you may not qualify for Social Security. ...
09 Feb How do we pay inheritance tax on this inherited IRA?
The state sets inheritance tax rates based on the deceased's relationship to the heir....
09 Feb How can I deduct medical costs on my tax return?
New Jersey and the federal government treat medical deductions differently....