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Hello, I am a stepdad of a junior in h.s. We have her 50% of the time, and unfotunately have not had a good relationship with the other home. I'm pretty sure their household income is at least double ours, and that it would be hugely advantageous for Jordyn to claim our home as her primary residence; however, I am sure they will want her to claim their residence as...
Submitted Apr 17, 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
If you have a certain amount of money in taxable IRA's, is it wise to take some of that money and buy into a variable universal life insurance policy to avoid taxes?
Submitted Apr 1, 2015
Submitted Mar 26, 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
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
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
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