Read Past Q&As
Submitted Apr 16, 2015
My husband works in Russia and is on a 35/35 day rotation. Am I reading it right that he can only be IN the USA for 30 days a year to get his first +/- $95,000 tax free? How can this be? How much can we expect to pay in to US taxes for 2014? His Russian taxes of 13% are paid by his company.
Submitted Apr 15, 2015
Age 69 - how to decide whether or not to set up a revocable trust, put everything in joint names or just go with a will? I there a guide to making that decision?
Submitted Apr 14, 2015
We are retired and considering moving from Oregon to Washinton State. If we do will our retirement income be taxed by Oregon or anyone?
Submitted Apr 12, 2015
We need a consult in person.Where do I find live help?/not online? to learn how to budget and get out of debt
Submitted Apr 11, 2015
I have an annuity where I designated my spouse as 50% primary beneficiary and my daugher as 50% primary beneficiary. My thought is: if I predecease my wife, and she happens to require long term care in a facility, then at least 50% of the annuity is protected and goes to my daughter. Is this correct?
Submitted Apr 9, 2015
How does someone calculate the gift tax they will have to pay, if they gift someone an amount beyond the $14K annual limit?
Submitted Apr 8, 2015
I need to purchase a used car for my elderly mother; and I do not want to finance the car. I have a Roth IRA that was set up in 2004 and my principal contribution is about $10,000. I am 54. Can I withdraw $8000 without any tax penalties? or should I cash in my Series EE bonds and pay taxes on the interest? I am in a 25% tax bracket.
Submitted Apr 6, 2015
No i dont receive survivor benefits my daughter does. Her father and i want together when he died. And i have access to the money she receives every month. My question was could i receive a lump sum from these benefits of $10,000 or more??
Submitted Apr 2, 2015