13 Feb I have three IRAs and I need a distribution. Help?

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

Keep your IRA records so you don't end up being taxed twice....

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13 Feb I’m retiring. COBRA, GetCoveredNJ or other options?

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

Medical coverage in retirement requires planning and a lot of research....

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12 Feb Should I lower 401(k) contributions to do a Roth IRA?

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

Tax breaks now or later? How to balance your goals. ...

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09 Feb How do I report qualified dividends on my tax return?

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

IRS worksheets are good, but sometimes online help is better. ...

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07 Feb Is there a federal pension exclusion?

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

You might not owe income tax in New Jersey, but federally is a different story....

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07 Feb How do spousal Social Security benefits work?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

When looking at benefits, consider the benefits of marriage....

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06 Feb I take an RMD. Do I have to make estimated tax payments?

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

You don't want to pay penalties that can be avoided. ...

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05 Feb Are investment returns reported before or after fees?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Mutual funds may charge several different kinds of fees....

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05 Feb How do I know if an online bank is safe?

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

Your money should be safe. Here's how to check. ...

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01 Feb What protections do my assets get with SIPC coverage?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

If you have retirement or brokerage accounts, know how you're protected....

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