17 Nov Should I combine my 3 IRA accounts to make withdrawals easier?
Before you consolidate accounts, make sure you're not mixing apples and oranges....
15 Nov We’re leaving N.J. because of taxes. Are we better off in Vermont?
After you compare taxes, make sure it's the lifestyle you want. ...
11 Nov Will my ANCHOR property tax benefit be taxed?
ANCHOR is a new benefit that replaces the Homestead Rebate....
10 Nov I’m selling an inherited home. Can I offset losses against stock gains?
New Jersey and federal taxing authorities have different rules. ...
07 Nov I took a COVID withdrawal. When will the money be taxed?
You have some options on taxes, but when you receive the funds is important. ...
04 Nov Mom died. How can we deduct property taxes on her house?
You have several options when completing final tax returns. ...
31 Oct I have an inherited IRA. How does the 10-year rule work?
Most people who inherit IRAs will have to take out all the money in 10 years. ...
28 Oct Can I take from inherited IRA and avoid the taxes?
The rules for distributions from IRAs can be complicated....
26 Oct Are taxes owed if all the money goes to a nursing home?
There may be a valuable tax deduction that could help with tax burdens....
24 Oct Can I take from a 401(k) to save on taxes from COVID withdrawal?
The tax bill from IRA withdrawals is important to consider. ...