Finance

Have finance questions? Ask a financial expert online.

Connect one-on-one with {0} who will answer your question

Related Finance Questions
I have a question about a rollover I just did from 401-k to
Second opinion] Hi there i have a question about a rollover I just did from 401-k to roth i understand I need to declare the income but I want to confirm that this is not considered a disbursement for… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,466 satisfied customers
I have a question about a rollover I just did from 401-k to
Hi there i have a question about a rollover I just did from 401-k to roth i understand I need to declare the income but I want to confirm that this is not considered a disbursement for unemployment pu… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,818 satisfied customers
Simple IRA due to divorce; On State return; The tax software
This question is for a simple IRA due to divorce; On State return; The tax software asks me to enter the portion of the rollover that was made to a simple IRA and was previously not taxed (state retur… read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,985 satisfied customers
I will be retiring next month. I have a company pension
I will be retiring next month. I have a company pension plan. I do not contribute to this plan. It is completely funded by the company and the monies are held independently of the company. Under this … read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,985 satisfied customers
I have 401(k) from work. I am over 59.5. I plan to retire.
I have 401(k) from work. I am over 59.5. I plan to retire. Part of my plan is in ESOP (which came about as employer using company stock to match my contributions), another part is what I bough in comp… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,732 satisfied customers
I was terminated recently at almost 54 years of age. I have
I was terminated recently at almost 54 years of age. I have a company pension that I may receive in a lump sum payment. Can I roll over this into an IRA without paying taxes? Secondly - if I withdraw … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
8,688 satisfied customers
I am a tax preparer and i ran into the following situation:
Hello, i am a tax preparer and i ran into the following situation: Husband dies during the year. He is a higher level executive at a large corporation. One of his retirement plans is called a 401(k) e… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,732 satisfied customers
401 K question. I have a 401K with my employer, it's
401 K question. I have a 401K with my employer, it's Fidelity and I work for a hospital so it slightly different. I have a loan with that Fidelity account and the loan balance is approx $5000. I have … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,732 satisfied customers
Can I roll over a Pension plan (cash balance plan) from my
Can I roll over a Pension plan (cash balance plan) from my old employer into my new employer's 401-k plan?… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,225 satisfied customers
When I retire, if I use my 401(k) to purchase an income annuity,
When I retire, if I use my 401(k) to purchase an income annuity, do I pay taxes on it when I purchase the annuity or as the annuity is paid?… read more
Rakhi Vasavada
Rakhi Vasavada
Financial and Legal Consultant
Bachelor's Degree
2,614 satisfied customers
My husband left his old company at the end of October and started
My husband left his old company at the end of October and started with a new company the first week in November. We received paperwork that stated he had $26K in a cash balance program from his previo… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I have a 401K with a prior employer (a bank), and have been
I have a 401K with a prior employer (a bank), and have been receiving a monthly distribution (for over 5 years now). I am advised by this bank, that the only way I can now stop the monthly distributio… read more
Bill
Bill
Master's Degree
3,249 satisfied customers
My ex-employer just recently voted on and accepted the results
My ex-employer just recently voted on and accepted the results to do a reverse stock split at a time of their choosing but they have not done it yet. Although I no longer work there (due to disability… read more
Bill
Bill
Master's Degree
3,249 satisfied customers
Im 70.5 years old and will be retiring soon. I have 131000
I'm 70.5 years old and will be retiring soon. I have 131000 in my 401K. I need 900.oo per month and am thinking of an immediate annuity. Is this possible and what company is best?My email is:[email protected]… read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
taking out 50k out of 401k but probably will be left with 25k
taking out 50k out of 401k but probably will be left with 25k after taxes to cover all my debts and start over. Is there anything else I can do or move my money around so I dont lose 25k in the proces… read more
Bill
Bill
Master's Degree
3,249 satisfied customers
Can Principal Financial Group withhold my request for a payout
Can Principal Financial Group withhold my request for a payout from my employer's 401k plan as I changed employers… read more
James Heal
James Heal
Bachelor's Degree
495 satisfied customers
I have recently gone through a divorce and split my ...
I have recently gone through a divorce and split my 401 k account with my ex. She is getting a lump sum payment but I am being told I can not withdraw because I am still employed by the company and do… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Can a company like Fidelity close my 401K account without ...
Can a company like Fidelity close my 401K account without my permission, and send me a distribution check minus a penalty? If they have, what are my options with regards XXXXX XXXXX them to return eve… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Rakhi Vasavada

Rakhi Vasavada

Financial and Legal Consultant

2,614 satisfied customers

Graduated in law with Emphasis on Finance and have have been working in financial sector for over 12 Years

Megan C

Megan C

Certified Public Accountant (CPA)

2,225 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

Manal Elkhoshkhany

Manal Elkhoshkhany

Tutor

2,162 satisfied customers

More than 5000 online tutoring sessions.

JKCPA

JKCPA

CPA

844 satisfied customers

Bachelors degree and CPA with Accounting experience.

Dave CPA

Dave CPA

Accountant

231 satisfied customers

I'm a CPA with over 10 years of experience

ConceptsCoach

ConceptsCoach

Certified Public Accountant (CPA)

171 satisfied customers

Chartered Accountant and MBA

sgriffin26

sgriffin26

Loan Officer

93 satisfied customers

Licensed RE Agent, Loan Officer, and NMLO. I have been in residential lending for over 10 years.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x