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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
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
Can the portability Federal Estate Tax Exemption Act of 2013 applicable to an A-B Trust if the spouse has died prior to this Act of 2013?
Submitted Mar 28, 2014
This is one I bet you haven't seen before: I started an IRA with my company in 1984. I was only 24 at the time (I was young & poor), so I only put in $2,000 or $2,500 (can't remember what the minimum req to open one was). I left later that year and the company folded a year or two later. It was called Advanced Resource Technology, and it was in Reston, VA. I...
Submitted Apr 22, 2014
For 2014, can you contribute part of your RMD to charity and reduce your income? I understand the contribution must be sent directly to the charity by the custodian. Thank you.
Submitted Apr 29, 2014
What portions of a RMD (required minimum distribution) are not taxable? That is they are part of basis that the IRS uses to determine tax? Two possibles: Non deductible contributions to IRAs and after tax contributions to a 401 k . Are these examples correct? Are there other sources of basis?
Submitted Apr 29, 2014
My situation is rather perverse and dire. I am now a 7th year senior, who has been tackling great adversity and regrets. My family isn't into my finances, save for my dad's unemployment, and my cell phone. I have been tackling both medical issues, and am facing the burden of maxing out student loans without graduating, I need some serious help here ...My family...
Submitted Apr 30, 2014
Submitted Apr 26, 2014
While married to my ex wife she became the owner of my sons policy. Her stepson. She then took out a loan on it court awarded me the policy back upon divorce now I am getting billed for the loan and the intrest altought divorce papers say I am not liable What can I do?
Submitted Apr 24, 2014
Submitted Apr 9, 2014