08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Under certain circumstances, you can qualify for a penalty-free withdrawal....

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31 Aug Do I have to pay back CARES Act withdrawal to the same account?

Posted at 06:03h in Ask NJMoneyHelp, Retirement, Taxes

You have three years to make decisions about these early withdrawals. ...

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14 Jul Is this 401(k) withdrawal tax-free because of the CARES Act?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Withdrawals from retirement plans before 2020 don't get special treatment. ...

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27 May After scholarship, what happens to 529 plan?

Posted at 06:02h in Ask NJMoneyHelp, College

A look a the timing and taxation of a 529 plan. ...

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31 Aug Social Security isn’t enough. What to do?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Here are some ideas to create income from your investments....

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16 Jun Tax-smart withdrawals in retirement

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

Taking the right withdrawals in retirement, and taxes, too....

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07 Oct Retirement withdrawal for mortgage and car

Posted at 10:13h in Ask NJMoneyHelp, Credit, Retirement, Taxes

Using retirement accounts to pay off debt is a hard decision. ...

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06 Oct Help kids buy a home with a Roth IRA

Posted at 09:59h in Ask NJMoneyHelp, Real Estate, Taxes

The rules for withdrawing Roth IRA funds for a home. ...

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06 Sep Spending strategies for 529 Plans

Posted at 10:38h in Ask NJMoneyHelp, College

Spend 529 plan money on "qualified expenses" only....

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02 May How NJ taxes your retirement accounts

Posted at 10:54h in Ask NJMoneyHelp, Retirement, Taxes

How to calculate taxes owed on Required Minimum Distributions (RMDs). ...

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