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BFG In the News: Nick answers a reader’s question about how CSRS benefits may affect Social Security

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “Will survivor benefits from federal pension lower my Social Security”, originally published on March 4, 2022. The Civil Service Retirement System is a contributory retirement income plan for certain Federal Employees. Typically...

Retirement Planning Social Security Baron Team Insights

BFG In the News: Nick answers a reader’s question about working and contributing to retirement plans

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 75 and working. Can I still save in an IRA or 401(k)?”, originally published on July 13, 2021. Under the SECURE Act, you can now continue to make contributions to a 401(k) or IRA if you have earned income, with no age limitations.

Investing Taxes Retirement Planning Social Security Baron Team Insights

BFG In the News: James answers a reader’s question about distributions from an inherited IRA

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...

Financial Planning Taxes Retirement Planning Baron Team Insights
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BFG In the News: Nick answers readers’ questions - 3 things to consider when converting money to a Roth IRA

Nicholas Scheibner is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on September 15, 2020. A 60-second read by Nicholas Scheibner, CFP®: If you want to transfer your 401(k) to a Roth IRA, here are three things to consider, other than the tax rates, before making a Roth conversion:

Investing Taxes Retirement Planning Baron Team Insights Insurance
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BFG In the News: Nick answers readers’ questions about 401(k)s and Investing

Nicholas Scheibner, CFP® is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on February 24, 2021. If you are uncertain about what to do with your 401(k) from a former employer who discontinued their plan, and how to invest it for retirement, here is a 3-point checklist of investing new money that may help answer your questions:

Investing Retirement Planning Baron Team Insights