Read Past Q&As
A man gave me his life insurance policy. All paper work.and said keep it all ,do what you want with it. What do I do?
Submitted Jan 27, 2016
My name is Calvin Prince, I want to know what insurance or non-insurance product can I purchase that will Guarantee the doubling of my investment in 10-12 years. Looking forward to hearing from you. Thanks
Submitted Jan 28, 2016
Our daughter passed away oct.8,2015. we have her son (our grandson) s.s.office told me he cant get any benifits . She worked paid into her s.s. why cant her son draw anything they didnt even pay the 255. when she passed why is that
Submitted Jan 31, 2016
If you have already front loaded a 529 plan with 5 years of contributions, and after 5 years have past - Can you front load again with another 5 year contribution as a lump sum without affecting gift taxes?
Submitted Jan 29, 2016
I have had a simple IRA for 20 years which I am contemplating rolling over into my employers new 401k plan (effective January 2016). Is there an advantage to keeping it separate? Also, I am maxing out my allowable deductions and "catch up". What other tax deferred vehicles are there (such as health care, life insurance, etc), if any? Would a Roth IRA make sense? ...
Submitted Dec 31, 2015
I am a US citizen and I am getting married to a Bahamian citizen this year. For the first year or so, he will continue to work in the Bahamas and I will continue to work in the US. I would like to know how this is going to impact my tax returns.
Submitted Jan 7, 2016
I am 57 and have a pension from a former employer which is not indexed to inflation and will increase if I wait as follows: 58- $ 614/month, 59- $659/month, 60- $704/month, 61 - $746, 62 - $739, 63 - $832, 64 - $874, 65 - $917. These figures include a 50% spouse benefit. I'm wondering when I should start taking the benefit assuming I live to my mid-eighties and...
Submitted Jan 23, 2016
My husband and I are in a financial crisis with credit card debt. Job loss and reduction in both incomes have plagued us. Our annual income has been for several years and still is significantly reduced. We are drowning. I do not know what to do.
Submitted Jan 13, 2016
My husband died last month. I am sending in the claim forms for his life insurance policy. It requests the original policy to be submitted. It is a 30+ year old policy and it took a while to find someone administering it based on name changes and merges of the company. I am worried that the original policy will get lost if I send it off somewhere. Do I have to send...
Submitted Jan 14, 2016