KARIN PRICE MUELLER, NJ ADVANCE MEDIA GROUP
If we retire to New Jersey from New York, will our taxes go down?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My wife is 65 and I’m 68. We are thinking about moving and retiring to New Jersey...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
Under the SECURE Act, can I convert to a Roth IRA?
Q. With the passing of the SECURE Act, is it still possible to convert some of our qualified tax-deferred accounts after we retire to a...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
If I get the pension exclusion, must I withhold taxes?
Q. I will turn 62 in November 2021. I am a retiree with a $44,000 pension as my only income. I currently tax myself at the state level to...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
I’m retired. How much do I have to pay in state taxes?
Q. I turn 62 in March 2020. My pension before taxes and health insurance is $1,509 per month. I will be collecting $1,500 a month from...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
We have $204,000 in income. Can we qualify for the pension exclusion?
Q. Do my spouse and I qualify for the pension exclusion? We are both over age 62, and last year we earned: $75,000 from IRA/401(k)...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
This part of the pension exclusion is unfair, taxpayer says
Q. I filed my father’s taxes and they only allowed me to exclude his $39,600 pension. In reading the pension exclusion rules further, it...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
I’m moving back to New Jersey. How will my pension be taxed?
Q. I am a former resident of New Jersey and I will be moving back with my wife next year. We are both retired teachers receiving pensions...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
Why you might not qualify for the pension exclusion
If you earn one dollar too many, you won't qualify for this valuable tax benefit. (pixabay.com) Q. My husband and I filed our 2017 state...
By Karin Price Mueller NJMoneyHelp.com for NJ.com
I want the N.J. pension exclusion. How can I find income that won't be counted?
If you earn too much, you'll lose the pension exclusion. (pixabay.com) Q. New Jersey's pension exclusion is unfair. If you earn $1 over...
Karin Price Mueller | NJ Advance Media for NJ.com
The pension exclusion for singles
Singles face the same income limits as married couples for the pension exclusion. (pixabay.com) Q. Will a single person who has a pension...
