05 Dec Are we heading for a crash or a giant correction?

Posted at 13:05h in Ask NJMoneyHelp, Retirement

With the stock market running hot, how should you position your portfolio?...

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18 Mar I sold stocks but I don’t know the cost basis. What can I do?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

You can follow the breadcrumbs to find what you need for your tax return....

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14 Nov How to buy a stock, and should you?

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Choices for buying stock and what it means for your portfolio. ...

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05 Apr Mechanics of a cash and stock merger

Posted at 06:02h in Ask NJMoneyHelp, Taxes

How to handle new cost basis on your tax return....

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18 Mar Are actively-managed mutual funds worth it?

Posted at 10:48h in Ask NJMoneyHelp, Retirement

Considering the benefits of actively-managed mutual funds. ...

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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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06 Jul If you can’t find a stock’s cost basis

Posted at 11:43h in Ask NJMoneyHelp, Taxes

Selling without a cost basis is a tax nightmare...

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13 May Your options when selling stock

Posted at 13:31h in Ask NJMoneyHelp, Taxes

How to sell shares of stock purchased at different intervals...

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20 Jan Calculating capital gains tax on inherited stock

Posted at 12:16h in Ask NJMoneyHelp, Retirement, Taxes

Determining what capital gains taxes may be owed on inherited stock....

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