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....
08 Feb Will my $80K pension be taxed when I retire?
It's possible you may owe no state income tax at all....
08 Feb I’m getting an inheritance. Should I keep saving for retirement?
How much you plan to spend in retirement is an essential factor....
07 Feb How can I make cash easy to access if an older person needs care?
There are several ways to make money accessible for people who may care for you....
07 Feb Who gets paid first after someone dies? Home loans or Medicaid?
There is an order in which funds from a person’s estate are distributed. ...
06 Feb Can someone on disability also get Social Security survivor benefits?
There is no double-dipping with these federal benefits....
06 Feb I’m a teacher. Is my retirement account subject to the inheritance tax?
Different assets may be taxed differently upon your death....
03 Feb How should we manage inheritances for kids with mental health challenges?
You can structure trusts and other documents to help your heirs....
03 Feb What’s the best way to identify a high quality annuity?
You can find highly rated annuities. Just make sure they're right for you....