15 Jan What happens to an inherited IRA when someone dies?

Posted at 14:41h in Ask NJMoneyHelp, Estate Planning, Retirement

The rules for inherited IRAs have changed. Don't mess it up. ...

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15 Jan How are survivor benefits affected by SSI?

Posted at 14:37h in Ask NJMoneyHelp, Retirement

There's a lot to consider if you want to maximize benefits....

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09 Jan Can I check if a dead person’s Social Security number is being misused?

Posted at 14:23h in Ask NJMoneyHelp, Retirement

Fraudsters will use any personal information they can to scam. ...

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02 Jan I’m supposed to reallocate for the new year, but should I?

Posted at 13:08h in Ask NJMoneyHelp, Retirement

Remember the reasons for your asset allocation before you make changes. ...

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02 Jan Should I take from my IRA to pay for a new kitchen?

Posted at 13:01h in Ask NJMoneyHelp, Real Estate, Retirement, Taxes

It's a balance between debt and your retirement savings. ...

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24 Dec What’s the best way to give a money gift?

Posted at 14:30h in Ask NJMoneyHelp, Retirement

You may want to have a conversation before you gift. ...

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24 Dec Can I move my IRA without a penalty?

Posted at 14:17h in Ask NJMoneyHelp, Retirement, Taxes

A CD inside an IRA can tie you to that CD's contract. ...

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19 Dec My portfolio is lagging the S&P. Should I make changes?

Posted at 13:24h in Ask NJMoneyHelp, Retirement

Are you chasing returns or unhappy with diversification?...

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19 Dec How do I figure out RMDs from an inherited IRA?

Posted at 13:11h in Ask NJMoneyHelp, Retirement

The rules for inherited IRAs have changed. And they're complicated. ...

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12 Dec What should I do with my ex’s 401(k) after divorce?

Posted at 12:45h in Ask NJMoneyHelp, Retirement

When a nest egg is split up, you have some decisions to make. ...

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