Summer Message August 2020

We wanted to share the following articles that were recently published. We included links to the articles that include quotes from our advisers.

Will my IRA stop me from getting the pension exclusion?
Karin Price Mueller, NJMoneyHelp.com

Is stimulus payment income under Obamacare?
Karin Price Mueller, NJMoneyHelp.com

Will my retirement withdrawals be taxed by New Jersey?
Karin Price Mueller, NJMoneyHelp.com

Can I use a 529 plan to pay for K-12 tuition?
Karin Price Mueller, NJMoneyHelp.com

Can I get unemployment if I am already getting Social Security?
Karin Price Mueller, NJMoneyHelp.com

Can I convert my 401(k) to a Roth IRA to save on taxes?
Karin Price Mueller, NJMoneyHelp.com

Shaky State Pensions: How Advisors Can Help
Fa-mag.com

What happens if you die before collecting Social Security?
Karin Price Mueller, NJMoneyHelp.com

How do taxes work on these retirement plan distributions?
Karin Price Mueller, NJMoneyHelp.com

Early Retirement is Tempting Now. Don’t Do It.
Alex Leondis, bloomberg.com

Will we save on taxes if we file separately?
Karin Price Mueller, NJMoneyHelp.com

9 Money Moves to keep your Retirement Afloat During the Pandemic Financial Storm
Karen Cheney, AARP

NJMoneyHelp.com articles where we were quoted are also posted on nj.com, the largest news website in New Jersey. 

Please visit us at Lassus Wherley to see these and many other items that may be of interest to you under the What We Think tab.

As always, please let us know if you have any questions. Wear a mask!

 

Diahann

Diahann W. Lassus, CFP®, CPA/PFS

President, Chief Investment Officer

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