07 Apr Who pays tax on gains in my child’s investment account?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

The child is the owner of a custodial account and responsible for taxes. ...

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16 Nov How to save big gifts for college

Posted at 06:05h in Ask NJMoneyHelp, College

College investing strategies for lump sum gifts....

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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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09 Mar Moving an UTMA into a 529 Plan

Posted at 11:33h in Ask NJMoneyHelp, College

You can move an UTMA into a 529 Plan, but should you? ...

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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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09 Mar Do I qualify for college tax breaks?

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

There are some very helpful college tax deductions and credits -- if you qualify. ...

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