08 Feb My wife died so my daughter receives survivor benefits. Am I eligible?
Not everyone is eligible for benefits when someone dies. ...
05 Feb Can I skip my 2021 IRA distribution because of COVID?
Retirement account distributions were suspended in 2020 because of the coronavirus. ...
04 Feb I inherited an annuity. How soon do I have to take the money?
New laws have changed when some inherited accounts must be emptied....
01 Feb Can creditors get my money if I roll my 401(k) to an IRA?
401(k) and IRA accounts have different protections from creditors. ...
29 Jan Can I still save the max to an IRA with a 401(k) rollover?
Data breaches are all too common, so what can you do to protect yourself?...
28 Jan Can I get Social Security from my ex-spouse?
You may be eligible for benefits if you meet certain criteria. ...
28 Jan I’m planning to divorce. Do I need to keep my money separate?
There are several financial moves you can take to prepare for divorce....
26 Jan I get a N.J. pension. Can I also get my ex’s Social Security?
State benefits can limit what Social Security you're eligible for. ...
26 Jan When I take annuity payments, how will they be taxed?
Taxation depends in part on how you take your annuity payments. ...
25 Jan Should I convert my IRA to a Roth to qualify for N.J. benefits?
Before you convert to a Roth IRA, make sure you understand the consequences. ...