Finance

Have finance questions? Ask a financial expert online.

Ask an Expert,
Get an Answer ASAP!

Related Finance Questions
I have a client (Age 40s) who joint income exceeds the limit
I have a client (Age 40s) who joint income exceeds the limit of a ROTH IRA. However, both fully participate in their company's 401(k) to the limit of $18,000.1) Can they still open a Personal IRA with… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
16,109 satisfied customers
I'm transferring my FolioFirst brokerage acct. to Schwab
I'm transferring my FolioFirst brokerage acct. to Schwab brokerage. I understand the fractional shares held will be liquidated which amounts to over $1,300. Can you detail for me what happens to those… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
2,803 satisfied customers
This question is about my IRA. It matured last month, and I
this question is about my IRA. It matured last month, and I would like to know if there would be a penalty and what it would be if I took the funds out of this CD account and put them into a Savings I… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
34,042 satisfied customers
I am purchasing a new home, closing in November. I wish to
I am purchasing a new home, closing in November. I wish to withdraw $10000 from my Roth IRA. I haven't owned a home in the past two years. In 2015, I transferred my Roth IRA from one brokerage (Amerip… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,328 satisfied customers
I have a question about roth IRA for non working spouse. I
Hello,I have a question about backdoor roth IRA for non working spouse. I am a married self employed physician with high income. My wife had a job early this year but quit in the summer to take care i… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
16,109 satisfied customers
I recently married and am now making more than the married
I recently married and am now making more than the married amount for my wife and I to contribute to our Roth IRAs. We already Max our 401Ks so losing the ability to sack away the extra 5500 in our Ro… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,396 satisfied customers
I was going to do several IRA transfers to diversify my
Hi, I was going to do several IRA transfers to diversify my portfolio. When I tried to transfer directly from my original IRA account, the routing number didn't work. As a result, my IRA custodian sug… read more
PDtax
PDtax
Owner
Master's Degree
4,292 satisfied customers
Re: IRA /Roth IRA Children ============================ Dear
Re: IRA /Roth IRA for Adult Children ============================ Dear clever people, Please, I seek advice about setting up IRA accounts for my two children. - the elder is 22, full time employed, wi… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,396 satisfied customers
My wife inherited some stock. I want to sell it by putting
My wife inherited some stock. I want to sell it by putting in a sale order at a fixed price. where can i do this? which co that has the best prices for that services and a good reputation. Is there an… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,396 satisfied customers
I have a Simple IRA plan with my employer. The plan is run
I have a Simple IRA plan with my employer. The plan is run through Fidelity Advisors. My employer matches 3% of my salary into the plan. The average Fees, including 12b-1 fees for each of the Funds is… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,396 satisfied customers
Hello, it has come to my attention that a portion from one
Hello, it has come to my attention that a portion from one of my (deceased) grandfather's funds is being distributed among the family members. To avoid a significant tax payment each member's portion … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,396 satisfied customers
Im looking for help regarding withdrawing from a Roth IRA
I'm looking for help regarding withdrawing from a Roth IRA for using that money as a down payment on a house (first time homebuyer). I'm aware I'll have to treat the withdrawal as taxable income, but … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,222 satisfied customers
Good morning. I am planning to invest in Facebook IPO – FB.
Good morning. I am planning to invest in Facebook IPO – FB. I am opening an Ameritrade account (or can you recommend a better company) Would you please remind me of the steps to be taken? Are the offe… read more
ShawnA
ShawnA
CEO
Bachelor's Degree
2,450 satisfied customers
I have ten thousand to invest. I dont want to lose it and
I have ten thousand to invest. I don't want to lose it and I plan to not cash it out for many years. I have three choices. Buy 250 shares of disney stock and add it to my 1000 shares or buy 250 shares… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I d like to know how things be reported to IRS for retirement
I 'd like to know how things be reported to IRS for retirement account. When fund goes into account of Tradition IRA, SEP, Simple or Roth IRA, those are reported on Form 5498. When fund comes out from… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I have a small bussiness corporation where only I and my wife
I have a small bussiness corporation where only I and my wife work no emplyee. We have individual 401K plan with brokarge company. I am the administater. I opened this 401k account in 2009. I was not … read more
Bill
Bill
Master's Degree
3,132 satisfied customers
We are retired. We have an IRA with Merrill Lynch. I want ...
We are retired. We have an IRA with Merrill Lynch. I want to pull out $100,00 to invest in the stock market on my own. Is there some way to do this withou having to pay all those tax liabilities? LuAn… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I want to sell some Nordstrom Stock ASAP! How do I go about it
I have 20 shares of Nordstrom stock valued at over $55 dollars a share and I want to sell it ASAP because of a cash flow emergency.… read more
The Land Advisor
The Land Advisor
Master's Degree
906 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

2,609 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)

2,222 satisfied customers

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

Manal Elkhoshkhany

Manal Elkhoshkhany

Tutor

1,933 satisfied customers

More than 5000 online tutoring sessions.

JKCPA

JKCPA

CPA

844 satisfied customers

Bachelors degree and CPA with Accounting experience.

Eric

Eric

Financial Manager

559 satisfied customers

Loan servicing, counseling and real estate expert. Foreclosure Expert and Financial Planner.

R. Klein, EA

R. Klein, EA

Accountant

480 satisfied customers

TurboTax Expert. QuickBooks Certified Pro Advisor

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

332 satisfied customers

NASD Licensed Rep, 1997-2001, Business Attorney

< 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