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Topic:  
Would a supplemental plan benefit of a single life annuity be paid to someone on a W-2 if they are of retirement age and are receiving their monthly annuity income?
Submitted May 10, 2010
Will I have to pay a penalty or taxes if I cash out a traditional IRA to put towards a down payment on a house?
Submitted May 9, 2010
I owe $108,000 on my home I have 11 years left on a 15 year mortgage w/ 5% interest. My home is valued at about $170,000. I would like to put steel siding on it ($14,000) and pay off my vehicle ($10,000) and credit cards ($12,000). Would it be better to take out a 2nd mortgage or refinance all together?
Submitted Apr 26, 2010
I have a Child who will enter college in the year 2012, my tax information for 2011 will be used to determine if she will quailfy for different types of grants, etc. Is there anything I should do differently this year (2010) for the filing of my 2011 tax year?
Submitted Apr 26, 2010
I have recently been diagnosed with cancer and want to know if I can deduct medical expenses for treatments.
Submitted Apr 26, 2010
I wanted to know what is recommended as an appropriate personal spending budget? My husband and I disagree on the amount and would like to set an amount we are each permitted to freely spend each month on "junk" items such as sodas and Starbucks.
Submitted Apr 26, 2010
I am 59 and have money in CDs only. Is it too late to invest in IRA / Roth IRAs?
Submitted Apr 24, 2010
Can a married couple set up an irrevocable trust and be the trustees of it?
Submitted Apr 23, 2010
What are the advantages and disadvantages of an Equity linked CD?
Submitted Apr 23, 2010
My husband's mother had a variable annunity. She is now deceased (2010) and this is the only asset within her estate. As I understand the product, the estate will be taxed, when the annunity is cashed in, for the difference between the basis/cost and the value as ordinary income at estate tax rates. Is there any way to divide that liability between the...
Submitted Apr 22, 2010

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