What are the duties of an Executor in New Jersey? In Episode #341 of the Mullooly Asset Show, Tom discusses some of the duties of an executor in New Jersey. Most folks will likely only need to serve as an executor perhaps once or twice in their lifetime. We’ve...
Sell in May, and go away, in 2023? Really? Should we be doing this with our investments? We’ve heard this advice for decades. The financial media loves to pound this point over and over, on an annual basis, every spring. This often makes us FEEL like we are...
Let’s discuss the duties of an executor. So, you have just been named as executor of an estate. You have our condolences! That’s because you (probably) will have some work ahead of you. In this video, Tom discusses the three primary duties of an...
So, do I pay NJ Taxes on an Inheritance? In this week’s video (Episode #338) from the Mullooly Asset Show, Tom tackles the question “Do I pay NJ Taxes on an inheritance?” We get asked about NJ Inheritance taxes quite a bit, and we decided to make a...
Are IRA Contributions Tax Deductible? We are often asked, are your IRA contributions tax deductible? Well, in this week’s video, episode #337), Tom discusses the choice (the decision) you need to make regarding whether to put money into an IRA, or not. Tom...
In this week’s video, Casey discusses your most likely sources of retirement income. He breaks down how much to expect (on average) from each category and some things to consider when deciding where to pull money from in retirement. Casey covers a lot of ground...
