17 May A Roth IRA gift and unexpected trouble

Posted at 10:47h in Ask NJMoneyHelp, Retirement, Taxes

It's generous to open a Roth for someone, but make sure they are eligible to contribute. ...

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09 Feb A Roth or a 529 for a grandkid

Posted at 11:39h in Ask NJMoneyHelp, College, Retirement

Choosing the right account depends on your goals. ...

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25 Jan How to leave money to grandkids

Posted at 12:03h in Ask NJMoneyHelp, College, Estate Planning

Before you give to your grandchildren, consider the consequences for financial aid. ...

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20 Jan Paying for a grandchild’s college

Posted at 11:29h in Ask NJMoneyHelp, College, Estate Planning

Before you gift college money, consider the ramifications. ...

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11 Jan Surprise money gift for grandchild

Posted at 12:00h in Ask NJMoneyHelp, College, Retirement, Taxes

You can't open an account without a Social Security number. ...

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04 Jan Start a retirement fund for grandkids

Posted at 12:23h in Ask NJMoneyHelp, Estate Planning, Retirement

How to start a retirement fund for your grandkids. ...

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11 Nov Giving money as a holiday gift

Posted at 11:41h in Ask NJMoneyHelp, College, Credit, Retirement

Gifting money the right way can help your children improve their finances. ...

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21 Aug Investing Inherited IRA distributions

Posted at 11:13h in Ask NJMoneyHelp, Retirement

Most options require you to pay taxes on the RMD...

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26 Jun A financial planning firm gives back

Posted at 14:47h in Viewpoints

U.S. Financial Services gives back with a charity golf outing...

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22 May How the Millionaire’s Tax Hit Needy Nonprofits: Residents Leaving New Jersey

Posted at 12:11h in Viewpoints

How the New Jersey's Millionaire's Tax hurts the state's charities. ...

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