NJMoneyHelp.com: How Can you Separate a Roth IRA’s principal and gain?
Under current tax laws, you can withdraw funds tax-free from a Roth IRA after a conversion — with certain exceptions. In this Q&A article by Karin Price Mueller for NJMoneyHelp.com, Kelly Henning, CFP®, MSFS shares her insights into these exceptions.
Planning to Travel? Consider Travel Insurance
If you expect to travel more in the coming months, travel insurance could potentially provide some peace of mind and reassurance in these still-uncertain times.
How to Manage a Windfall: Five Crucial Steps
More money, more potential problems? There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus or winning the lottery.
Downsizing Your Home
I recently downsized from a larger home in a New Jersey suburb to smaller quarters closer to Manhattan. Anecdotally, I noticed many times in my former neighborhood that on the same day families would post “Congrats to the Graduate!” yard signs, “For Sale” signs would often appear right next to them.
NJ.com: How should I invest my son’s money from his dad’s death?
Peter McKenna offers potential strategies and insight into the different types of accounts that can be used for a child’s savings. Read more in this Q&A article by Karin Price Mueller for NJ.com.
LGBTQ Financial Planning: Looks Simple from Afar
As a LGBTQ financial advisor, my clients tell me they often hear some baffling questions. Maybe someday I won’t be surprised by the lack of awareness regarding the complexity around life as someone who identifies as lesbian, gay, bisexual, transgender, queer or questioning. But today, I continue to be astonished. This is why I focus my time on LGBTQ financial planning.
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