02 Jul Will mom have to pay taxes after a Roth IRA conversion?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

A Roth conversion can cost you money now for tax-free income later. ...

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01 Jul I’m marrying my childhood sweetheart. What happens to Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Marriage can change your retirement benefits, so ask questions first. ...

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30 Jun Here’s my plan to retire and pay off debt. Will it work?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There are many moving parts when you create a retirement plan. ...

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30 Jun Can I get Social Security based on my ex’s earnings record?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

You may qualify to get higher benefits based on your ex's records. ...

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29 Jun I inherited an IRA from my spouse. Can I convert it to a Roth IRA?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Your options for converting an inherited IRA are limited. ...

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26 Jun Can I get unemployment if I’m already getting Social Security?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Unemployment eligibility is based on your past work history....

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26 Jun Can my non-citizen spouse collect survivor benefits if I die?

Posted at 06:01h in Ask NJMoneyHelp, Estate Planning, Retirement

There are several eligibility standards that must be met for survivor benefits. ...

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25 Jun Will I face tax penalties if my pension loan becomes a withdrawal?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

If you had a retirement plan loan, you have some options about paybacks. ...

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25 Jun How can I get on track to start a savings plan?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

It's never too late to start saving. Here's how to get started. ...

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23 Jun How much cash should I set aside before I retire?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

When you enter retirement, have a game plan for short-term cash needs. ...

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