17 Oct Figuring cost basis for gifted stock

Posted at 06:09h in Ask NJMoneyHelp, Taxes

Costs basis can be complicated when gifts are involved. ...

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05 Oct Taxes on newly found investment account

Posted at 10:10h in Ask NJMoneyHelp, Retirement

Mystery money and your tax burden....

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04 May What to do with inherited stocks

Posted at 10:06h in Ask NJMoneyHelp, Estate Planning, Retirement

It usually doesn't make sense to keep inherited investments. ...

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25 Apr Home sales and the “realty transfer fee”

Posted at 10:36h in Ask NJMoneyHelp, Real Estate, Taxes

The Realty Transfer Fee is part of your closing costs,...

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18 Apr Finding a stock’s cost basis

Posted at 06:07h in Ask NJMoneyHelp, Taxes

How to find a stock's cost basis. ...

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03 Mar Tax differences with gifted or inherited stock

Posted at 11:37h in Ask NJMoneyHelp, Estate Planning, Taxes

It makes a big tax difference if you gift stock when you're alive or after you're dead ...

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02 Nov Must I sell stock for IRA distribution?

Posted at 11:57h in Ask NJMoneyHelp, Retirement, Taxes

When taking Required Minimum Distributions, follow the rules. ...

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26 Aug What to know about inherited stocks

Posted at 12:24h in Ask NJMoneyHelp, Estate Planning, Retirement

Inherited investments offer tax advantages to beneficiaries...

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17 Aug Parents want to give home to their kids

Posted at 10:51h in Ask NJMoneyHelp, Estate Planning

Transferring property isn't as simple as it seems...

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31 Jul The trouble with 50 years of stock ownership

Posted at 11:58h in Ask NJMoneyHelp, Retirement

How to value cost basis on a stock held for the long term...

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