Read Past Q&As
I would like to retitle my fixed annuity and 403(b) and 457(b) accounts as joint ownership in the names of my two daughters. What are the pros and cons of doing this. These accounts are approx. 14 years old. Thank You.
Submitted Mar 6, 2014
I am trying to find out if my husband had life insurance through Hartford, Liberty Mutual or any other insurance company. How do I go about find out?
Submitted Feb 27, 2014
Submitted Feb 26, 2014
Submitted Feb 20, 2014
Hello, my name is Denise 44 years young, married and 70,000 in debt. My husband, Michael, is self-employed. And together we brought home approximately 25,000 last year. My husband has not filed his taxes since 2008.I have been filing married filing seperate. My question is should we file bankruptcy? And if so which one? We own nothing. Currently we are living with...
Submitted Feb 10, 2014
Hi, I hope you can offer some advice. I recently had a death in the family and am the beneficiary of a life insurance policy in which I received a lump sum payment. This was several months ago. I elected to have 10% of the taxable income amount withheld? But, I now understand that life insurance proceeds are not taxable. This happened in the State of New York and...
Submitted Feb 2, 2014
I know someone that was renting a home did not have renters insurance but the house he was renting caught on fire because of a wood stove and he lost his wife and 4 dogs and 1 bird. What are his options? Is he entitled in compensation for the death of his wife through the home owners insurance?
Submitted Feb 5, 2014
I am 63 yr old female residing in New Hampshire but I have been working in Massachusetts for the past 7 years. In 2013, I took a distribution of almost $28,000 from a Vanguard account that included the roll over funds from money earned while working in NH. I realize that I need to add $28K as income on my Federal taxes. I will also complete a Mass Form 1 NR...
Submitted Feb 13, 2014
In December of 2013, my wife received a distribution of ~$70K from her deceased Father's trust based in Louisiana (effectively, the trust was dissolved, in that all the monies were divided and distributed to the respective receipents). Is this distribution of trust money to us considered income to my wife and I who are married filing joint living in Georgia?
Submitted Feb 26, 2014