Read Past Q&As
Is interest paid ( during the life of the insured) on a life insurance policy loan for which the proceeds were used for business purposes deductible as a business expense?
Submitted Feb 24, 2016
I found Paladin Registry, Garrett Planning Network, National Association of Personal Financial Advisors specifcally I am looking for retirement specialist, are there any other trustworthy places to find someone. My brother sold me his broker, but someone in the office filed a complaint on the broker when I only asked a question about my money, in addition I...
Submitted Feb 9, 2016
If my husband accidentally burned down our home but I as the wife is the policy holder on our usaa account for homeowners insurance, he's being investigated. Should I still get all of the insurance money? Thanks, L
Submitted Feb 13, 2016
My sister (unmarried, no children) passed away in June of 2015. She had no will but had beneficiaries or PODs on her accounts. Am I responsible to file her Fed and State taxes. If she owes, who is responsible for settling that debt. In MN because there was no "unclaimed" money no probate was started. I have paid off the small bills and notified her creditors. But as...
Submitted Feb 4, 2016
I bought my first time home 12/15.My closing cost was 4800 and my earnest money 500.what can I claim on my taxes.my home is brand new energy efficient.eco friendly.
Submitted Feb 18, 2016
According to a QDRO from a divorce, I am entitled to a portion of my ex-husband's retirement pension from the US Postal Service. I just remarried. Does that effect my interest in my ex-husband's pension? Thank You.
Submitted Feb 16, 2016
My father gifted me 100 shares of a stock now at 80 a share that he paid $4 for, do I owe taxes on the appreciation of the shares? Is there a better way to gift? My income is $150,000 his is much lower. He is 84 and still practicing law half days. Thank you,
Submitted Feb 15, 2016
Hello, My father recently passed away three weeks ago and I have some questions regarding his employer life insurance policy. After working 17 years for a company, he became sick in September 2015 and was on medical leave until he is fully recovered to return back to work this January. Unfortunately, he passed away January 17, 2016. When I contacted the employer...
Submitted Feb 10, 2016
If an individual with an insurable interest in a grandchild buys a single premium policy on the life of the grandchild, a minor at the time of purchase, does the ownership of the policy change to the grandchild when he or she reaches the age of majority?John
Submitted Feb 1, 2016