31 Oct Do I have to take RMDs if I’m still working?
Once you hit 70 1/2, you have to take distributions from your IRA. ...
30 Oct Can I get survivor benefits if we never married?
In New Jersey, without a formal arrangement, you lose eligibility for many benefits. ...
30 Oct Is it true you can’t work and get disability?
Here's how the rules work for disability through Social Security. ...
28 Oct I’m 70. Am I too old to save in a traditional IRA?
Traditional IRAs have an age limit, but there's always the Roth IRA instead. ...
24 Oct I opted out of Social Security. Can I change my mind?
You need a certain number of credits to be eligible for Social Security. ...
23 Oct We’re moving to Florida. How will N.J. look at our taxes?
You have to consider two states if you move midway through the year. ...
21 Oct How much can we save in a 401(k) plan?
Your employer can offer extra after-tax savings, but not all do. ...
21 Oct I’m retired. Will my retirement income be taxed?
You may qualify for the New Jersey pension exclusion. ...
18 Oct How is Qualified Small Business Stock taxed in New Jersey?
A change to New Jersey law is pending review in Trenton. ...
16 Oct Dad gives mom an allowance but it’s not enough. What now?
Separated couples may need a third party to negotiate fair terms. ...