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,

Is stimulus payment income under Obamacare?
Karin Price Mueller,

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

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

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

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

Shaky State Pensions: How Advisors Can Help

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

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

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

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

9 Money Moves to keep your Retirement Afloat During the Pandemic Financial Storm
Karen Cheney, AARP articles where we were quoted are also posted on, 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 W. Lassus, CFP®, CPA/PFS

President, Chief Investment Officer

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