Read Past Q&As
My husband and I have met with a college funding advisor who has created a plan to help us pay for college. His advice seems contrary to what I've been reading about the suitability of whole-life insurance as a financial aid strategy, so I'm looking for another opinion. Background: We have two children, 13 and 15, both excellent students and likely headed to...
Submitted May 29, 2014
Submitted May 28, 2014
We have had a LIRP for 3 years. Also have 401(k) plans through employer. Both of us are 55 years old and joint AGI 2013 $160,000. What is the best amount of cash to invest in a LIRP with a LTC rider? What other investments make more sense if retiring by age 65?
Submitted May 22, 2014
Does Ct tax a wrongful death settlement? How much would they tax it if they do? Does the IRS tax it?
Submitted May 15, 2014
our company (Boeing) is moving jobs to California from Washington State which has no state tax. I have worked 34 years at Boeing. Now, If we move to californa and work there for 3 years and retire in California and move back to Washington. Does state of Californa tax me on my retirement benefits (all or partial)? If yes, is there a formula for the retirement...
Submitted May 9, 2014
I am older than my husband. I just started to collect SS. He is still working and is 60 yrs. old. Can he collect half of my SS until he retires?
Submitted May 8, 2014
My husband is planning to retire in Oct., when he turns 62. We are not financial wizards, and need help selecting a financial planner......what type should we seek out, one who charges a percentage or one who works on comission?
Submitted May 7, 2014
my mother passed away 06242013 and she had an IRA account. when we closed the account it was setup as a estate account. so when the distrbution was done of 42,712.00 we had 30percent of txaes withheld. now we are required to file a form 1041. after reading and attemping to do the form, i am showing no txas due and we will get the 30% of taxes paid back. help
Submitted May 7, 2014
My mom Mabel Goehner died in Nov of 2005, she had some stocks (Met Life Inc-Common PV 0.01) C that were never reported.Which went into probate. Me and my sister who was mom;s power of attorney,was never able to recover the unclamed dividends valued at around $11,000 or less. We (Robert Goehner and my sister Deborah Goehner are trying to recover the net amount value...
Submitted May 6, 2014