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By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Is there any restriction on the amount that can be withdrawn from an inherited...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 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
How should I pay tax on a Roth IRA conversion?
By Karin Price Mueller | NJ Advance Media for NJ.com Q. I have read that, unless you have available cash to pay the taxes on the Roth IRA...
Cathy Marshall
How can I pay the least in taxes on my IRA withdrawals?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My mother passed away in February. My sister and I were the beneficiaries of her...
Cathy Marshall
I inherited a 401(k) but didn’t know it. What’s next?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My husband passed away in 2018, I inherited his 401(k) plan but I had no idea it...
Cathy Marshall
How much can I save in my small biz retirement plan?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I am a sole proprietor and want to add to my SEP-IRA. Can I take after-tax funds...
Cathy Marshall
If I take from my Roth IRA, will I get the pension exclusion?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My wife and I are both over 62 with income of $130,000: $52,000 from IRA...