Read Past Q&As
Completing a new W4 for marriage couples with two jobs. My wife and I have a house plus student loans, retirement accounts and so forth. The IRS website is a bit confusing and online sites also. Do we really need to hire someone to help for something that should be straight forward
Submitted Feb 11, 2014
For jointly owed us savings bonds (ie parent and child) if the child cashes the bond as a co-owner who pays the taxes.
Submitted Feb 5, 2014
My mother -in-law helped my sister in law buy a home and is on the deed and on the refinance they did. How will this effect her if we need to qualify her for nursing home care
Submitted Feb 3, 2014
I have been divorced from my ex for almost 2 years. Prior to the divorce, I covered the children''s health insurance (2 children) and according to our divorce settlement, I have continued to maintain the health insurance for the children of which my ex has reimbursed me for half of those expenses. According to the settlement, if my ex has health insurance available...
Submitted Feb 1, 2014
I opened a Roth Ira 10 years ago. Now making over 160,000. Getting taxed for what I put in during 2013. Do I have to close this account since I cannot roll it over into An Ira. What do you recommend since I will get a penalty for closing it?
Submitted Jan 31, 2014
I am wondering if I am in titeled to survival from my ex husband whom we were married over ten years not even divorced a year, and he remarried for ten months.
Submitted Feb 4, 2014
I am a CPA in industry (previously audit), and have managed my investments for over 20 years. Although I''m fine with my results so far, I believe I could use a sanity check. I'm thinking this would take the form of a fee-only financial review/plan, without putting my assets under management. Do you have any advice for people in my situation? Thank you.
Submitted Jan 31, 2014
I have an A&B Trust. My husband passed away in 2005 and I did not have the trust divided because I did not have enough money. We had the trust made up because of a disabled son. The lawyer did an A&B trust that we did not understand. When I pass away how does this affect my children?
Submitted Feb 2, 2014
Can a funeral trust be established at the time a person goes into a nursing home or does that need to be done prior to nursing home care?
Submitted Oct 10, 2013