Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
I am changing jobs, and am thinking of cashing out
I am changing jobs, and am thinking of cashing out retirement account. I was told 30% would be taken out for taxes.Is there a procedure or process I can use to get a better taxation rate, either by pu… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
4,163 satisfied customers
Background: In September when I turn 67 and my wife will be
Background: In September when I turn 67 and my wife will be 66 we will sign up for social security benefits. I will receive my full benefits and my wife will file for a spousal benefit only and then a… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
8,139 satisfied customers
Are you familiar with United States IRA retirement accounts
Hi my name is***** you familiar with United States IRA retirement accounts and tax laws for individuals? … read more
Tax.appeal.168
Tax.appeal.168
Principal
7,892 satisfied customers
Is an individual retirement annuity considered an Ira?
Is an individual retirement annuity considered an Ira? Trying to help my mother move this to her IRA that she has at another institution. Never heard of the term before but it has the acronym of an Ir… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,539 satisfied customers
I have a universal annuity 403 plan with MetLife which is
I have a universal annuity 403 B plan with MetLife which is now Brighthouse. Can I transfer it elsewhere and not have an annuity - we (CUNY) now have a plan with TIAA and NYS Deferred Compensation.. I… read more
PDtax
PDtax
Owner
Master's Degree
5,768 satisfied customers
If I am 70 1/2, and I am still working, earning W-2 wages,
If I am 70 1/2, and I am still working, earning W-2 wages, am I required to take an RMD from my Traditional IRA? What can I show my client to prove this? IRS section #, etc?… read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
768 satisfied customers
I TRANSFERED ALL OF MY 401K FROM THE COMPANY I RETIRED FROM
I TRANSFERED ALL OF MY 401K FROM THE COMPANY I RETIRED FROM AT AGE 62, INTO A INVESTMENT COMPANY AND 8 MONTHS IT CLOSED THAT ACCOUNT AT THE INVESTMENT COMPANY AND DID A DIRECT TRANSFER INTO A CREDIT U… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
8,139 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, CFP, MBA, CRPS
Doctoral Degree
23,473 satisfied customers
Hi, we have to figure out what to do with our 401k
Hi, we have to figure out what to do with our 401k due to job loss. I'm wondering if hedging strategies are legitimate, and if so, how do we go about protecting the 401k from a crash, by balancing the… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I have most of my money in a 401k that I must exit by next
I have most of my money in a 401k that I must exit by next year (age 71). How can I transfer the money without incurring large tax penalties?… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I have a financial question What is good option for moving/handling
I have a financial question: What is good option for moving/handling 401k that is with company I retired from so I can pay less taxes? Can I roll over into another investment vehicle and reduce my tax… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
My company is redistributing our entire 401(k) fund into privately-controlled
My company is redistributing our entire 401(k) fund into privately-controlled investment (read: hedge) funds and trusts. There is little transparency and less oversight. This makes me very nervous. Is… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
Hi, i quit my last job and had 401K there. I joined new
Hi, i quit my last job and had 401K there. I joined new company, now thinking what should i do with old 401K. Please suggest best option. Also some one said rolling over to IRA would be great idea. So… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,460 satisfied customers
I particpate in a 457 deferred compensation plan on my job.
I particpate in a 457 deferred compensation plan on my job. I am 61 years old. If I withdraw funds now, am I still able to deposit funds into the account or does it end at that time? Part II to the qu… read more
Bill
Bill
Master's Degree
3,242 satisfied customers
i am 67 and still working. I am going to go to a new employer.
i am 67 and still working. I am going to go to a new employer. Can I take out the money I have in my 401k?… read more
Bill
Bill
Master's Degree
3,242 satisfied customers
union labor pensions are they eligible for rollover to ira
union labor pensions are they eligible for rollover to ira account before retirement age of 55… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,205 satisfied customers
I was an employee of company A for 17 years and was vested
I was an employee of company "A" for 17 years and was vested in a pension plan, from 1987 to 2004. In 2004 I was fired. My question is am I still eligible to receive my pension when I officially retir… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,205 satisfied customers
I was notified that as a 60 year old former employee I had
I was notified that as a 60 year old former employee I had to roll over my 401k. How long does my former employer have to release my balance check after the have received the necessary paperwork?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,205 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

2,037 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