Read Past Q&As
We have had a LIRP for 3 years. Also have 401(k) plans through employer. Both of us are 55 years old and joint AGI 2013 $160,000. What is the best amount of cash to invest in a LIRP with a LTC rider? What other investments make more sense if retiring by age 65?
Submitted May 22, 2014
My husband and I have met with a college funding advisor who has created a plan to help us pay for college. His advice seems contrary to what I've been reading about the suitability of whole-life insurance as a financial aid strategy, so I'm looking for another opinion. Background: We have two children, 13 and 15, both excellent students and likely headed to...
Submitted May 29, 2014
Submitted May 28, 2014
Submitted May 3, 2014
Does Ct tax a wrongful death settlement? How much would they tax it if they do? Does the IRS tax it?
Submitted May 15, 2014
My mom Mabel Goehner died in Nov of 2005, she had some stocks (Met Life Inc-Common PV 0.01) C that were never reported.Which went into probate. Me and my sister who was mom;s power of attorney,was never able to recover the unclamed dividends valued at around $11,000 or less. We (Robert Goehner and my sister Deborah Goehner are trying to recover the net amount value...
Submitted May 6, 2014
I'm 53 yrs old and have about 45k in my 401(k). how much do i need to contribute going forward in order to retire comfortably
Submitted May 5, 2014
My husband and I experienced a foreclosure last Jan. So we've been renting since. We desperately want to buy our own home again, what will it take to do this? Our goal is to save for a down payment....it is difficult right now bc he is a stay at home dad, limiting his income as a home repairman. But I figure it saves us in daycare expenses. What should our priorities...
Submitted Apr 23, 2014
I am older than my husband. I just started to collect SS. He is still working and is 60 yrs. old. Can he collect half of my SS until he retires?
Submitted May 8, 2014