24 May Can I convert my IRA to a Roth? Can I use RMDs to open a Roth?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

There are certain limitations before you go all-in on a Roth IRA....

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23 May Can my grandchildren be beneficiaries of my Roth IRA?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement

An inherited Roth IRA is a gift that keeps on giving. ...

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22 May We’re divorced. How do we get a QDRO?

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

Coming to an agreement is the hardest part. ...

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16 May Strategies to ‘stretch’ an inherited Roth IRA

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Leaving a Roth to your heirs can make the tax-free benefits last a long time. ...

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15 May I’m moving back to N.J. How will my pension be taxed?

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

Your pension could be tax-free depending on your income level....

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10 May I’m retiring. Should I move out of New Jersey?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

There's lots to consider before you move to another state. ...

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09 May Can I collect Social Security on my wife’s disability record?

Posted at 10:21h in Ask NJMoneyHelp, Retirement

Certain couples can still take advantage of Social Security's restricted application. ...

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08 May What investing opportunities were created by Trump’s tax plan?

Posted at 10:30h in Ask NJMoneyHelp, Retirement

The new tax plan offers savings for some investors. ...

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07 May What taxes will I owe on my annuity?

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

Before you take out a lump sum, understand the consequences....

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30 Apr I don’t like my annuity. What can I do?

Posted at 10:29h in Ask NJMoneyHelp, Retirement

Your options depend on the details of the investment. ...

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