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Read Past Q&As

Topic:  
I am wondering if I am able to take a loan out of my 401k? If so how much am I able to withdrawal and what are all of the details on it?
Submitted May 27, 2020
What is the most tax-efficient way to convert 500000 dollar to Roth in 5 years without effecting part B premium for a 65 years old single individual.
Submitted May 25, 2020
If I have a whole life insurance policy only worth $9k, face amount, because it has a $17k loan that generates $850.00 interest per year plus $300.00 premium paid per year. Shouldn't I get the cash value out and terminate to buy a greater face amount term life policy?
Submitted May 17, 2020
We both have about three years until we retire and would like to purchase a couple rental homes for additional cash flow. Would it make sense to borrow $50K each from our 401Ks for three years to paydown the rental assets given the tax implication on the after tax repayments and interest?
Submitted May 25, 2020
Are you eligible to take the 2019 health coverage tax credit, using IRS form 8885, if you pay monthly premiums for individual health care and receive a 1095-B?
Submitted May 5, 2020
I have a private disability policy that has a rider. In that rider it says termination will not affect a continuous loss. What does that mean
Submitted May 6, 2020
What is the percentage of working people living paycheck to paycheck?
Submitted Apr 25, 2020
My husband's and my youngest child will be going to college in 5 1/2 years. We will be at retirement age at that time. Would it benefit us to retire a year before he enters college in terms of getting additional financial aid, or is there any effect on when we retire vs when he enters college?
Submitted Jan 24, 2020
Is income earned from a federal work study program as part of a students financial aid package of a full time student taxable at a local Municipality's level?
Submitted Apr 8, 2020
Does the IRS tax your 401K account?
Submitted Apr 16, 2020

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