Read Past Q&As
Submitted Mar 27, 2015
I lost my son and wanted to know if I qualify to receive his benefits. He was never married, and I took care of him until he passed of cancer.
Submitted Mar 8, 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 3 inherited propertys all worth 1 million with loans on each for avg 400K not sure of tax ramafacation. life has been a strugle w/ funds past five years need help. What to do?
Submitted Apr 27, 2015
My wife is 7-1/2 yrs younger than me. If I wait until 70 to claim my social security benefits, can she then file for a partial of my benefits, and let hers grow until her full retirement age? And if so, will she receive a benefit based on my age 66 or my age 70 amount? And what % of mine would she receive at age 62? Thanks!
Submitted Apr 22, 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
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
my niece found out she was pregnant 2 weeks after the death of the babys father. Because the deceased was 22 years old, understandably he had not contributed substantially to Social Security. Does her child have a claim for survivor benefits regardless of the credits earned by the baby's father?
Submitted Mar 29, 2015
My brother and his ex-wife established an irrevocable living trust in Virginia several decades ago and funded it for the benefit of their then-minor children. Under the terms of the Trust, all Trust assets have now been disbursed to the beneficiaries except for a 2nd to die life insurance policy owned by the Trust. (Both my brother and his ex are still living.) As...
Submitted Apr 22, 2015
I am interested in purchasing an already established business. What type of loan would be recommended for an honorably discharged veteran with good credit to obtain either $200,000 or $500,000? I have not yet applied for a home loan, but am also curious if this is legally an option, in the case that business loans offer too little, or too high of an interest...
Submitted Apr 20, 2015