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Ask the Money Doctor


We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.

Recent Q & A's

  • I am interested in executing an in-plan Roth Conversion within the XOM 401k Savings plan using after-tax $. Are there any caveats or concerns with pursuing same as it is...
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  • Is it true that retirees can collect thousands of dollars in payments from private sectors? I have been seeing a lot of online ads for this for four large payments of year...
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  • We will be receiving an annuities gifted after death of annuity holder (mother). We need a portion of the money now to pay debt but wonder if there is any way to shelter from...
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