22 Feb Why does the government want to know my IRA value?

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

It's all about future planning for Required Minimum Distributions (RMDs)....

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21 Feb Have rules for 401(k) loans changed?

Posted at 10:44h in Ask NJMoneyHelp, Credit, Retirement

How to avoid a taxable distribution if you took a 401(k) loan. ...

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20 Feb When can my wife claim benefits on my record?

Posted at 11:54h in Ask NJMoneyHelp, Retirement

Know the rules before you try to claim Social Security....

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12 Feb Can I take from my retirement plan without penalty?

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

You could face taxes and penalties for early withdrawals....

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11 Feb Can I get pension and unemployment?

Posted at 11:27h in Ask NJMoneyHelp, Retirement

You must follow the rules to qualify for unemployment benefits...

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08 Feb IRA strategies for a military wife

Posted at 11:43h in Ask NJMoneyHelp, Retirement

A spousal IRA is a great way to save for the future....

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07 Feb Social Security, taxes and waiting to start

Posted at 11:06h in Ask NJMoneyHelp, Retirement

The decision to take Social Security has consequences. ...

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06 Feb Why can’t my wife have higher Social Security?

Posted at 13:18h in Ask NJMoneyHelp, Retirement

Make sure you understand the consequences of taking your benefits. ...

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05 Feb Can we still save in a spousal IRA?

Posted at 11:43h in Ask NJMoneyHelp, Retirement

If you have income, you can contribute to a spousal IRA. ...

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04 Feb How Social Security spousal benefits work

Posted at 12:27h in Ask NJMoneyHelp, Retirement

Marriage changes what Social Security benefits you may receive. ...

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