13 Apr Will I owe tax on the cash value from my life insurance policy?
It depends on your cost basis for the policy....
10 Apr Can I put my retirement distribution into a Roth IRA?
You can put your Required Minimum Distribution in a Roth, but you'll still have a tax bill....
09 Apr Will my daughter have to pay taxes on my life insurance?
The tax treatment of life insurance can get tricky. ...
08 Apr Do I qualify for the Homestead Rebate or the Senior Freeze?
Here's a look at ways to lower property taxes for eligible seniors. ...
08 Apr Should I take out stock from my IRA to save on taxes?
Here's what it means to take an in-kind distribution from your IRA account. ...
06 Apr If we file separately, what happens to joint account interest?
If you're trying to get the pension exclusion, filing separately is an option. ...
03 Apr If I move to N.J., will my pension be taxed?
If you have gross income of less than $100,000, you may qualify for the exclusion. ...
01 Apr My wife died last year. How should I file my 2019 tax return?
You have choices for your tax return after the death of a spouse. ...
31 Mar Can I deduct funeral expenses for my husband on my taxes?
Here's why you can't take his funeral expenses on your personal return. ...
31 Mar Will my income be eligible for the pension exclusion?
You could qualify to have your income excluded from tax in New Jersey....