20 Oct With the bad stock market, should I take my retirement distribution now?

Posted at 05:01h in Ask NJMoneyHelp

You can strategize do you don't sell during a down market. ...

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20 Oct Can I avoid taxes on my annuity payouts?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

Each annuity has its own features, benefits, risks and costs. ...

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19 Oct Does N. J. tax gifts or are they tax-exempt?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

Gifting relates to the federal gift tax, not the federal income tax....

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19 Oct Can I still file for the Homestead Rebate?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

The Homestead Rebate has been replaced by the ANCHOR program. ...

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18 Oct Will Roth IRA income stop us from getting the pension exclusion?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

With certain income levels, you may not owe any state income tax. ...

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17 Oct What happens to the Senior Freeze now that the ANCHOR program is out?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

Some residents may be eligible for both property tax benefits. ...

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17 Oct How can I manage this asset so it doesn’t hurt college aid from the FAFSA?

Posted at 05:01h in Ask NJMoneyHelp, College

The 2023-34 FAFSA form went live on Oct. 1, 2022....

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16 Oct If my wife moves to Florida, will she have to pay taxes on her 401(k)?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

If you move, your residency will determine how you are taxed....

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14 Oct Will N.J. treat my ANCHOR payment as income?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

More New Jerseyans will be eligible for this property tax break....

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14 Oct When I retire, how much of my income will N.J. tax?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

You may qualify for the pension exclusion and owe no state tax at all. ...

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