TestQ. What are the rules for an inherited Roth IRA? A. “It all depends on who the beneficiary is,” said Gary R. Botwinick, chair of the Taxation/Trusts & Estates department at Einhorn Barbarito, “because there are different rules for distributions when the beneficiary is a spouse or a child or a […]
Q. When my father died, he owned six EE savings bonds that were POD to me. Can I hold them to maturity or must I cash them now? A. Generally speaking, a payable-on-death “POD” account is a special type of account recognized under the law which provides that any assets […]
Q. I have questions about the New Jersey inheritance tax. Is there any exemption for children or grandchildren, and if there is, is it per person and must they be residents of New Jersey? My daughter and granddaughter live in New Jersey, but my son lives in Pennsylvania and his […]
Q. My elderly neighbor just told me he has added me to his will. I help him around his property sometimes and with shopping. His adult children live far away. I’m nervous that they will think I made him change his will. What can I do to protect myself from […]
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