by Claudia Mott | Oct 22, 2023 | CPA, Tax Planning, Tax Preparation
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. I have a pretty simple tax return — just W2 income and no real deductions that I can think of. I’m a renter. Should... 
by Claudia Mott | Dec 18, 2020 | 401(K), Social Security, Tax Planning
Q. If I start taking Social Security at age 62, is there a ceiling on what I take out of my 401(k) for the year? I know that if I work there is a ceiling of approximately $18,000 before Social Security starts taking money back, but does that apply to disbursements of...