01 Jan Use a Roth or a HELOC for college bills?

Posted at 13:16h in Ask NJMoneyHelp, College

A look at smart places to take money for college bills....

Read More

03 Jul Roth conversions and your retirement

Posted at 06:06h in Ask NJMoneyHelp, Taxes

What to consider before moving on a Roth conversion....

Read More

09 Mar ‘Generational arbitrage’ with dad’s money

Posted at 06:06h in Ask NJMoneyHelp, Retirement

A strategy to pass tax-free money to your heirs. ...

Read More

19 Apr Roth conversion consequences

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

Be sure you understand how a Roth conversion would change your financial situation. ...

Read More

14 Apr Retirement distributions and your tax bill

Posted at 10:40h in Ask NJMoneyHelp, Retirement, Taxes

Your future tax bill is a consideration when choosing what retirement account to pull money from. ...

Read More

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. ...

Read More

03 Nov Age 70 1/2 and your Roth IRA

Posted at 11:23h in Ask NJMoneyHelp, Retirement, Taxes

Roth help relieve strict retirement savings rules if you're over 70 1/2. ...

Read More

09 Oct Retirement saving if you’re over age 70 1/2

Posted at 06:24h in Ask NJMoneyHelp, Retirement

Your savings options are limited after you take Required Minimum Distributions. ...

Read More

05 Oct Leaving a Roth IRA to younger folks

Posted at 11:57h in Ask NJMoneyHelp, Estate Planning, Retirement

How to allocate assets you plan to leave to your children....

Read More

16 Sep Choosing an IRA at age 67

Posted at 10:59h in Ask NJMoneyHelp, Retirement

The pros and cons of a traditional IRA versus a Roth IRA. ...

Read More