04 Jun The problem with college tax breaks and 529 Plans

Posted at 15:13h in Ask NJMoneyHelp, College, Taxes

Using college savings can hurt your chance to take college tax credits...

Read More

03 Jun Conversion to Roth IRA not a simple decision

Posted at 13:57h in Ask NJMoneyHelp, Retirement, Taxes

Consider your entire money situation before choosing a Roth conversion ...

Read More

02 Jun Yikes! My husband didn’t file our tax returns

Posted at 16:49h in Ask NJMoneyHelp, Taxes

Act quickly to file delinquent tax returns...

Read More

26 May Taxation and investing of inherited IRA distributions

Posted at 12:03h in Ask NJMoneyHelp, Retirement, Taxes

You can't avoid taxes on RMDs from Inherited IRAs, but you can invest anywhere ...

Read More

22 May What taxes are owed on inherited annuity?

Posted at 10:57h in Ask NJMoneyHelp, Taxes

Taxation of an inherited annuity depends on the annuity itself...

Read More

19 May I haven’t filed a tax return in five years

Posted at 13:55h in Ask NJMoneyHelp, Taxes

How to get back on track with the taxing authorities...

Read More

18 May When a spouse lies on a joint tax return

Posted at 13:21h in Ask NJMoneyHelp, Taxes

If you signed the return, you're on the hook - probably...

Read More

18 May Why getting married can be more expensive

Posted at 12:45h in Ask NJMoneyHelp, Taxes

After you wed, you have to decide how to file your taxes...

Read More

13 May Your options when selling stock

Posted at 13:31h in Ask NJMoneyHelp, Taxes

How to sell shares of stock purchased at different intervals...

Read More

08 May Deducting care costs for elderly mom

Posted at 11:53h in Ask NJMoneyHelp, Taxes

The lowdown on when you can deduct dependent care costs. ...

Read More