23 Feb Can I use company stock to pay back a 401(k) COVID withdrawal?
If you pay back the money, you won't have any tax liability. ...
22 Feb How will our N.Y.C. pensions be taxed if we move to N.J.?
You could pay no taxes in New Jersey, as long as your income isn't too high. ...
18 Feb My mom added us to her deed and then died. Do we owe taxes?
You may received a step-up in basis when you inherit a home. ...
17 Feb Can I use a COVID withdrawal to invest in a Roth IRA?
There are specific rules to follow when you have a CARES Act withdrawal....
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb When are taxes due on a 2021 Roth IRA conversion?
Taxes on a conversion are due in the year the conversion is made. ...
12 Feb I can’t afford N.J. How will my home sale be taxed?
If your home sells for a profit, you may still now owe taxes. ...
12 Feb Must I have taxes withheld from my pension or IRA withdrawal?
You have some options when it comes to withholding taxes. ...
11 Feb Can I repay only part of my 401(k) COVID hardship withdrawal?
You can take three years to pay taxes owed on CARES Act 401(k) withdrawals. ...
10 Feb What will this tax law change do to my Social Security benefits?
The Windfall Elimination Provision is a formula used to adjust Social Security benefits for some people. ...