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Read Past Q&As

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Hello, My wife and I are big savers / investors. We probably invest 70% of our net income each month into Total Stock Market index funds. We are both financially savvy and would like to retire in 10 years (we are both 35 years old now) and live off of $200k a year in retirement. I have several spreadsheets that point us in the direction of 100% success for this...
Submitted Aug 9, 2021
I'm married, 68 yrs old retired with about $90k/yr unearned income from pensions and Social Security. Also, wife and I adopted 2 grandkids with social security income. I have a small 401k in TSP, about $60k. I would like to rollover to an IRA with Fidelity, then move about $10k per year into a ROTH or Brokerage depending on which is more advantageous. I would...
Submitted Aug 15, 2021
Hello, I’m under 55 I have $45.000 in a money market at a financial institute I No longer Wish to be a part of. I am very interested in EFT. I’m very confused Watching YouTube and talking to people I was referred to Robin Hood What are your suggestions? Thanks so much! Sincerely, , Christina
Submitted Aug 10, 2021
We are considering refinancing our home and one option offered includes a cash out option where we could pay off our second trust. Could we still claim the mortgage interest deduction on our taxes? We itemize and are in a high tax bracket so we don't want to lose this deduction.
Submitted Jul 30, 2021
I am 65 years old, and close to retirement. I have just inherited a little over $150,000 in cash, as well as an IRA account with $35,000. I need some direction. I am considering an investment with the cash, and had in mind a storage facility or real estate vacation rental property. Advice?
Submitted Jul 28, 2021
i have less than seven k in a bank c.d. and are being told to start takeing out some money @72,i am 71 now ,how much can i take out,? how much will i have to pay in tax's ? i live off my ssi now.
Submitted Aug 6, 2021
Which investment is better for me for a term of 7-10 years, a Variable Annuity or an IRA, if I am 52 years of age, plan to retire at 62 with CALSTRS, I have a mortgage of $450 at 2.5% interest for 30 years, and I already contribute a little bit to a 403b?
Submitted Jul 14, 2021
I am under 55 and have been with my company for 21+ years. I have a defined benefit pension with my company as well as a 401k. I am fully vested in both plans. My question is, how much tax will I pay if I retire now and withdrawal the lump sum (approx 600K) of my defined benefit pension? Thank you.
Submitted Jun 3, 2021
Hello, I want to invest in my relative's new start up business in Maryland. What should I consider prior to transferring money from my bank account to his LLC? Do I need to follow any IRS guideline? Thank you.
Submitted May 24, 2021
I have a two-tiered question. First, do you agree that a traditional installment loan structure is the best model for small-dollar loans, offering the least risk and best opportunity for financial security? Second, some states either have passed or are considering a 36% APR cap - on all loans across the board. I would love to get AICPA's thoughts on how this would...
Submitted May 14, 2021

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