Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
Rakhi, I have two issues. One is regarding a decision about
Hi Rakhi, I have two issues. One is regarding a decision about an annuity account. The other issue is regarding a ROTH ira conversion. I am a 67 year old retired teacher and am deciding on retirement … read more
JeffS6413
JeffS6413
Principal/Advisor
Master's Degree
2,368 satisfied customers
FROM IRS Website, regarding Corona Virus CARES ACT 403()
FROM IRS Website, regarding Corona Virus CARES ACT 403(b) qualifying distributionQ7. May I repay a coronavirus-related distribution? A7. In general, yes, you may repay all or part of the amount of a c… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
9,582 satisfied customers
I am self-employed (1099 employee) and am trying to figure
I am self-employed (1099 employee) and am trying to figure out how I would set up an IRA or 401K. Is there anything different I do since I am self-employed? … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,358 satisfied customers
My question is related to 401k, SEP IRA and "" Roth IRA. At
My question is related to 401k, SEP IRA and "backdoor" Roth IRA. At this time I am self-employed and my s-corp is in TX. I live in GA. My My questions are below: 1. My total Income (my income + my wif… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,563 satisfied customers
I rolled over my old Transamerica Traditional 401(k) to what
I rolled over my old Transamerica Traditional 401(k) to what I intended to be a Traditional IRA with TD Ameritrade last year. I have a 1099-R from Transamerica showing $0 of the distribution to me was… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,358 satisfied customers
Have a client, under 50, who participates in a 403()
Have a client, under 50, who participates in a 403(b) (Contribution limit (18K))1) Can she also contribute to a ROTH IRA, $5,500 (Single) Salary less that limit. Is there a formula to calculate this a… read more
TaxRobin
TaxRobin
Senior Advisor
Vocational, Technical or Trade School
30,590 satisfied customers
If a minister is employed by a church that aren't section
If a minister is employed by a church that aren't section 501(c)(3) organization....can a retirement plan for the minister participate in a 403(b)?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,026 satisfied customers
I have question on investing children's(two - 8 and
I have question on investing for my children's(two - 8 and 10yrs old) college for the future. I am a non custodial parent on a long term disability. Is it advisable to save for their college through a… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,026 satisfied customers
My hubby and I are looking to start retirement investments.
My hubby and I are looking to start retirement investments. We both turned 50 last year. He owes his own company(S-Corp), I work for a public school, so I have a 403(h) and I also have a small Schedul… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,026 satisfied customers
I am doing the tax return for a retired ordained minister.
I am doing the tax return for a retired ordained minister. They have done their taxes in prior years, and our firm is doing their taxes this year. My question is regarding the housing allowance. The m… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,225 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
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
1,552 satisfied customers
Hi I just finished medical school and I just inherited some
Hi I just finished medical school and I just inherited some money. I want to get started on retirement. Do Doctors use a 401K or 403b? If I don't work with a hospital yet, how do I get started? Can I … read more
Anita L. Eisthen, CFA, CPA, MBA
Anita L. Eisthen, CFA, CPA, MBA
Owner and Chief Investment Officer
Master's Degree
83 satisfied customers
DO you recommend a Roth conversion to conventional IRA in 2010
DO you recommend a Roth conversion to conventional IRA in 2010? Pros and Cons need discussion. Thank you! Mel… read more
Ann_CPA
Ann_CPA
Consultant
Bachelor's Degree
3 satisfied customers
The big issue is paying off mortage or contributing to 403b
The big issue is paying off mortage or contributing to 403b or roth. My wife and my jobs are very stable, meaning we have a very low chance of losing them in the future. With our jobs we both receive … read more
Anita L. Eisthen, CFA, CPA, MBA
Anita L. Eisthen, CFA, CPA, MBA
Owner and Chief Investment Officer
Master's Degree
83 satisfied customers
My wifes employer has a non-matching 401k plan, with a cap
My wife's employer has a non-matching 401k plan, with a cap of 2 1/5% for contributions for "highly compensated" employees, which she is (140,000yr.) What options (simple) does she have for other reti… read more
Bill
Bill
Master's Degree
3,255 satisfied customers
I recently read something about a new irs ruling that ...
I recently read something about a new irs ruling that allows a portion of funds to be rolled into another qualified plan, without penalty, taxes, etc. I can't find anything on it and lost the article … read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
What amount of my 401(k) and/or Traditional IRA can be...
What amount, if any, of our (my wife and myself) 401(k)/403(b) and/or Traditional IRA contributions will we be able to deduct on my 2007 taxes if my annual household income is $115k. I estimate our pe… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,358 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

2,201 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