Read Past Q&As
I will be 66 in Jan 2016, I will continue working for 2 or 3 years, my wife is 67 and collecting SS @ 700.00 a month, don't know what to do .- should I start collecting,.- Wait 2 years, what difference is going to make on my check, .- I heard something like apply and suspend ? don't understand, .- how will this affect my wife's pay, will it go up.
Submitted Aug 21, 2014
I have been a resident of Calif for approx 45 yrs. I am retiring and plan to live in Washington state. I will still have a rental unit in Calif. Will I have to pay state income taxes in Calif? If I do not have a rental income in Ca, will I still have to pay income tax for Ca? thank you, Patt
Submitted Aug 27, 2014
I am divorced my husband had a annuity with the union I am receiving half the union is suggesting I leave the money in an account they make once the annuity is split however I would like to take some of the money out Is there a another option so I don't have to pay 20 percent taxes or the ten percent penalty the amount is 80,000 approx and I would like to put the...
Submitted Sep 1, 2014
Who would own the policy if the wife (current owner of her husbands policy)dies? Would ownership automatically go to the husband in a community property state if premiums were being paid from shared funds?
Submitted Aug 20, 2014
I am 25 years old and working in the financial services industry, making about $60,000 per year. I have no debts, about $60,000 in savings and about $30,000 in investments through my Roth IRA and brokerage account. I was hoping you could shed some light on where I should be saving my paycheck? I live on only half of my monthly pay and save the other half....
Submitted Aug 22, 2014
My husband and I filled banckrupcy in november of 2013. We want to start rebuilding our credict, what do we do?
Submitted Aug 23, 2014
I have two 401k accounts that I don't contribute to since they are from past employments. Not sure if I should role them into my present job 401k or cash them out and pay off debt. What is the most logical thing do with them?
Submitted Aug 23, 2014
My 22 yr old son was recently involved in an accident where he was driving a friends car. He lost control of the vehicle in a curve and hit a tree. There were 4 passengers in the vehicle besides my son. He and two others lost their life in the accident. His friend survived (front seat passenger), and the passenger seated behind his friend survived. I do not...
Submitted Aug 16, 2014
I am a terminal ill 45year old female I receive $ 1500 SSA. My husband works and we have a 50,000 life insurance do I qualify for accelerated life insurance. I am a terminal ill women, I have another question can I still buy disability insurance from a private company do to my sickness and unavailable to work we lost our home. The bank call us this week and told us...
Submitted Jul 29, 2014