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Senior Freeze, ANCHOR, & Stay NJ Programs: What to Know

The ANCHOR program is available for eligible New Jersey residents who owned or rented their main residence as of October 1, 2024. If you are a New Jersey resident who is 65 and older or was receiving Social Security Disability benefits on December 31, 2024, you can now submit a single application for Property Tax Relief for tax year 2024. For easy reference, the following information has been gathered from the NJ Treasury - Division of Taxation website for Senior Freeze, ANCHOR, and Stay NJ programs.

Taxes Social Security

Guiding you with Qualified Charitable Distributions from your IRA

Can I do a Qualified Charitable Distribution (QCD) from my Individual Retirement Account (IRA)? This post provides guidelines for taking QCDs from IRAs. You need to be at least age 70 ½ before you can make a QCD. A Qualified Charitable Distribution is a way to support charities while also reducing taxable income created by your IRA distribution. This flowchart addresses common issues pertaining to QCD rules, including:

Financial Planning Taxes Retirement Planning

IRA Basics 2024

The purpose of this blog is to present some basic information about Individual Retirement Accounts (IRAs): Traditional and Roth IRAs and the differences between them. Inherited IRAs have different withdrawal guidelines, and these should be carefully reviewed. Contributions for tax-year 2024 can be made from January 1, 2024 – April 15, 2025. What is an IRA? An IRA is an Individual Retirement Account...

Investing Financial Planning Taxes Retirement Planning

How to File an Extension on Your 2023 Tax Return

With the filing due date fast approaching, you are probably in the process of collecting all of your tax-related documents from the past year. Tax returns must be submitted by April 15th this year. If you realize that you are going to need more time to compile information for your tax return or haven’t received all of the documents you need, it will be in your best interest to file a tax extension. This will extend the due date up until October 15, 2024. Continue reading to learn how to file a paper tax extension.

Financial Planning Taxes