Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
Taxpayer conributing to an Ira or Sep. When is the latest
Taxpayer conributing to an Ira or Sep. When is the latest date that a self-employed person can contribute to an Ira or a Sep? the information I have says until the tax return due date including the ex… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
40,873 satisfied customers
I have a question regarding roth IRAs. When my wife switched
I have a question regarding backdoor roth IRAs. When my wife switched jobs last we transferred her 401K into a IRA. How would she go about doing a backdoor Roth given she already has a sizable IRA bal… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
40,873 satisfied customers
For the gain of the after tax contribution in 401k, do I
For the gain of the after tax contribution in 401k, do I have to pay tax to this portion of gain in 401k when I am eligible to take distribution?… read more
DK_CPA
DK_CPA
CPA
Master of Science in Accounting & Taxationb
1,371 satisfied customers
I want to have my finances in order so when I pass there
I want to have my finances in order so when I pass there won't be any confusion as to who gets what nor extra taxes on my love ones . I have two IRA accounts that I am considering converting into ROTH… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,894 satisfied customers
I have a Roth IRA that I have been contributing to. However,
Hi. I have a Roth IRA that I have been contributing to. However, in 2018, it looks like I'm over the income limit and can no longer contribute to it. I'd like to explore the option of doing a backdoor… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
40,873 satisfied customers
If I have been contributing to a traditional IRA for all of
If I have been contributing to a traditional IRA for all of last year for 2018's return and all of this year for 2019s return and found out upon trying to do 2018's taxes that I'm not eligible due to … read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
800 satisfied customers
I'm retired and will be receiving a large cap gain in two
I'm retired and will be receiving a large cap gain in two weeks from a private equity investment made ten years ago. I want to save money on taxes. Maybe I should contribute to an IRA for my wife and … read more
HK Tax
HK Tax
CPA
Master's of Science
376 satisfied customers
In April of 2017 I made a 2016 Traditional IRA contribution.
In April of 2017 I made a 2016 Traditional IRA contribution. Within a few days (before tax day) I rolled it over into a Roth IRA (backdoor method) due to my income. In December of 2017 I made a 2017 T… read more
taxmanrog
taxmanrog
Master's Degree
1,808 satisfied customers
I was separated from my employer last year and rolled the my
Hi, I was separated from my employer last year and rolled the my 401K into a traditional IRA Rollover account. A small portion of this rollover was money I had contributed to the 401K after taxes. Tha… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
18,248 satisfied customers
I am 58 years old and retired from the military in late
I am 58 years old and retired from the military in late 2014. My pension is enough to support my wife and I in our current standard of living. While in the military, I invested in the Thrift Savings P… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
18,248 satisfied customers
I have a traditional IRA due to a 401k rollover that I just
I have a traditional IRA due to a 401k rollover that I just did. I also opened an Roth IRA account. However next year I'll be over the limit to contirbute to an Roth IRA account, only traditional. Is … read more
R. Klein, EA
R. Klein, EA
Accountant
Master's Degree
490 satisfied customers
Hi, I have one question about my parents tax return.
Hi, I have one question about my parents' tax return. My dad's over 70.5. My mom works full time and is 68 (don't tell her I told you that). For the last couple of years they've only taken the standar… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
Now I have been reading about fixed annuity plans that insurance
Now I have been reading about fixed annuity plans that insurance agents write up and they sound like also a good investment vehicle for us, with modest means, not able to risk the little we have, but … read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I am getting a one time windfall from a divorce. Mu divorce
I am getting a one time windfall from a divorce. Mu divorce lawyer says I should roll about 2 million into my existing ira which is only currently earning .65 percent any suggestions… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
Hi, I need advice on how to get money into a Roth IRA. I
Hi, I need advice on how to get money into a Roth IRA. I am married. I am 33 and my wife 31. My wife and I file for taxes jointly. My wife and I have separate Roth IRAs. My goal is to get as much mone… read more
Gerri A Harrison CFP EA
Gerri A Harrison CFP EA
Financial advisor/Tax preparer
Bachelor's Degree
245 satisfied customers
Im in the process of rolling over my traditional $30,000.
I'm in the process of rolling over my traditional $30,000. IRA, and I'm wondering if I should change it into a Roth IRA. Other than the equity I have in my condo, this is the only investment I have. I… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
40,873 satisfied customers
I am a divorced and remarried mother of 2. My son is applying
I am a divorced and remarried mother of 2. My son is applying for an Arkansas Academic Challenge Scholarship which is based on income. For a family of 4 the AGI has to be under $65,000. My new husband… read more
Lev
Lev
Tax Preparer
Bachelor's Degree Equivalent
40,873 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
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)

2,224 satisfied customers

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

Manal Elkhoshkhany

Manal Elkhoshkhany

Tutor

1,975 satisfied customers

More than 5000 online tutoring sessions.

JKCPA

JKCPA

CPA

844 satisfied customers

Bachelors degree and CPA with Accounting experience.

R. Klein, EA

R. Klein, EA

Accountant

490 satisfied customers

TurboTax Expert. QuickBooks Certified Pro Advisor

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

< 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