27 Aug Can I skip my annuity payment in 2020 because of the CARES Act?

Posted at 06:03h in Ask NJMoneyHelp, Retirement, Taxes

The CARES Act has made changes for some retirement account distributions. ...

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30 Mar How will my annuities be taxed by N.J. after I retire?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

The taxation of annuities depends on what kind of annuity you have. ...

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03 Dec Does an inherited IRA count on the FAFSA?

Posted at 06:02h in Ask NJMoneyHelp, College

Know what assets are considered for financial aid purposes. ...

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19 Sep I’m a union employee. Is this savings plan good?

Posted at 11:36h in Ask NJMoneyHelp, Retirement

Put together a retirement plan with multiple resources. ...

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30 Jul Should I buy an annuity if I have no pension?

Posted at 11:27h in Ask NJMoneyHelp, Insurance, Retirement

Annuities can be expensive and they're not right for every investor....

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18 Jul Is it better to buy an annuity from a bank or insurance company?

Posted at 11:35h in Ask NJMoneyHelp, Estate Planning, Retirement

Before you buy an annuity, learn a lot and shop around. ...

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26 Jun I have $1 million. Should I buy an annuity?

Posted at 06:06h in Ask NJMoneyHelp, Insurance, Retirement

Don't jump into an annuity until you understand the pros and cons. ...

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07 May What taxes will I owe on my annuity?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Before you take out a lump sum, understand the consequences....

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30 Apr I don’t like my annuity. What can I do?

Posted at 10:29h in Ask NJMoneyHelp, Retirement

Your options depend on the details of the investment. ...

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25 Jan What should we know about annuity sales pitch?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Annuities may be appropriate for some investors and not others. ...

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