19 Oct 70 1/2, working and 401(k) distributions
What happens to your RMD if you're working past 70 1/2....
17 Oct Taxes differ for pre- or post-tax IRAs
Pre-tax and after-tax contributions have different treatment....
12 Oct Age confusion about Senior Freeze
The Senior Freeze runs on a delayed application year. ...
11 Oct Senior Freeze tax break isn’t automatic
Seniors need to apply for this benefit every year. ...
10 Oct Can married couple double vet benefit?
A closer look at taking New Jersey's new veterans' tax break....
06 Oct The Senior Freeze when you’re not 65
You must meet certain requirements to be eligible for this senior tax break. ...
03 Oct Should I withhold tax from inherited 401(k)?
Your tax situation changes after losing a spouse, so act carefully. ...
02 Oct What income counts for the pension exclusion?
The retiree tax break includes more than pension income....
02 Oct Cost basis for dividend reinvestments
Calculating cost basis for shares from reinvested dividends....
29 Sep When a charitable gift annuity is smart
Giving to charity while helping your own money situation. ...