Retirement | kiely

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...

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...

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...

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...

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...

Will my retirement account stop me from getting unemployment benefits?

Q. Due to a workforce reduction, I was terminated by my former employer. Shortly after, I took my retirement account, fully funded by my...

Should employer-paid health care benefits be reported on every W-2?

Q. I am retired but I get a W-2 for a small amount, but it is subject to Social Security, Medicare and other taxes just as I was still...

Can I collect Social Security from my husband? He died 20 years ago.

You may be eligible to collect benefits on a spouse's record. (pixabay.com) Q. My spouse died in 1998. We were married 20 years at that...

Double taxation for some IRAs | Biz Brain

A look at what the new tax plan means for some inherited IRAs. (alvimann/morguefile.com) By Karin Price Mueller NJMoneyHelp.com for...

Does the GOP tax bill change my 401(k)? | Biz Brain

Q. How will the tax plan it affect the deduction for contributing to a 401(k)? -- Saver A. The tax bill does change so much, but 401(k)...

Is the stimulus check a loan? Will I owe taxes on my stimulus payment?

What to do with 401(k) right now? Should you change investments as stocks plunge amid coronavirus fe

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