Cathy Marshall
Can I take out as much as I want from an inherited IRA?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Is there any restriction on the amount that can be withdrawn from an inherited...
Cathy Marshall
I’m a teacher. Will Social Security be taxed when I retire?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I intend to retire from a New Jersey public school in 2025. I will be 60 years old...
Cathy Marshall
If I gift I Bonds to my grandson, can he cash them? Who pays the tax?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. If I gift I Bonds to my grandson, could he cash it out at anytime? Also do I pay...
Cathy Marshall
I got notice that I owe $7K in taxes. What do I do?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I live in New Jersey but work in New York. It seems that I owe income taxes paid...
Cathy Marshall
Will I pay tax if I use a 529 plan for K-12 tuition?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I live in New Jersey and work in New York so I file tax returns for both states. I...
Cathy Marshall
I’m moving overseas. How can I make sure N.J. doesn’t tax my IRA?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I will be retiring soon. I currently live in New Jersey, but when I retire, I plan...
Cathy Marshall
I can’t reach the IRS about a 2020 tax return. What can I do?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I’m the executor to my sister’s estate. She died in February 2020. Her accountant...
Cathy Marshall
My husband died and my mortgage went up $200. What can I do?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My husband passed away two years ago. Our house was in his name only and the...
Cathy Marshall
How are my Medicare premiums calculated?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My modified adjusted gross income (MAGI) was based on my 2020 tax returns when...
Cathy Marshall
Do I owe taxes on this inheritance?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My dad passed away on Feb. 1, 2022, and I am receiving $4,000 from his annuity .I...
