15 Jan What happens to an inherited IRA when someone dies?

Posted at 14:41h in Ask NJMoneyHelp, Estate Planning, Retirement

The rules for inherited IRAs have changed. Don't mess it up. ...

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24 Dec I inherited a property overseas. Now what?

Posted at 14:35h in Ask NJMoneyHelp, Estate Planning

Be aware of local tax law and other rules as you get started. ...

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19 Dec What’s the best way to leave money for my grandchildren?

Posted at 13:15h in Ask NJMoneyHelp, Estate Planning

Planning to gift money involves a lot of thinking. ...

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19 Dec How do I figure out RMDs from an inherited IRA?

Posted at 13:11h in Ask NJMoneyHelp, Retirement

The rules for inherited IRAs have changed. And they're complicated. ...

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26 Nov What tax is owed on an IRA I inherited from my mom?

Posted at 18:18h in Ask NJMoneyHelp, Estate Planning, Taxes

You will pay tax as you take distributions from inherited IRAs. ...

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20 Nov Mom died. Do we owe state tax on her 401(k)?

Posted at 10:39h in Ask NJMoneyHelp, Estate Planning

It matters whether a beneficiary was named or if the asset goes to the estate....

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05 Sep Will tax be owed on this inheritance?

Posted at 13:36h in Ask NJMoneyHelp, Estate Planning, Taxes

Here's what determines whether your inheritance will be taxed. ...

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11 Apr Who has to pay the inheritance tax when someone dies?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

The executor must make sure the inheritance tax is paid. ...

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28 Feb I just inherited an IRA from a neighbor. What should I know?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Retirement

The rules for inherited IRAs depend on your relationship to the deceased. ...

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13 Feb I’m leaving assets to siblings and friends. What should I know?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Without "Class A" beneficiaries, you have to consider the inheritance tax. ...

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