Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
I involuntarily separated from my former employer at 55 yr &
I involuntarily separated from my former employer at 55 yr & 4 day. I am now 58 1/2 and have about some moneys still in the 401k of this former employer. I understand that I do not have to pay the 10%… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,238 satisfied customers
My financial situation is a little bit messy right now. I
Hi there! My financial situation is a little bit messy right now. I have been out of work on a medical LOA for about 6 months and I have decided not to return to my previous job. I currently live in t… read more
Barbara
Barbara
Enrolled Agent, Paralegal
12,061 satisfied customers
My husband is 62 and went out on a occupational disability
My husband is 62 and went out on a occupational disability thru the railroad. He has annual income of $31,212 starting in 2019. He has a traditional 401k in the amount of $113,000. We have an estimate… read more
ABC Accounting Group
ABC Accounting Group
Bachelor's Degree
955 satisfied customers
Left employer and need to transfer 401k to IRA. I have an
Left employer and need to transfer 401k to IRA. I have an outstanding loan balance and also want to take partial cash out. Age 48. My questions are 1. Will the portion of the 401k balance directly tra… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
4,054 satisfied customers
I pulled money out of my retirement account and gave it to
Hi I pulled money out of my retirement account and gave it to my daughter to put down on a house. I believe I need to fill out a form 709 since it was greater that 14,000 but why would I be double tax… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,539 satisfied customers
I am needing to find a chart to estimate how much tax I will
I am needing to find a chart to estimate how much tax I will pay on 401k withdrawals and alimony payments with my disability payments and part time income.… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,539 satisfied customers
Should 401K early withdrawal amount be declared on IRS Form?
Should 401k early withdrawal amounts be declared on IRS Form 8949? I wouldn't have thought so, because tax and penalties are applied to 401k early distributions separately, and Form 8949 looks like it… read more
PDtax
PDtax
Owner
Master's Degree
5,032 satisfied customers
I AM ON DISABILTY AND AM UNABLE TO WORK I AM WAITING FOR SSDI
I AM ON DISABILTY AND AM UNABLE TO WORK I AM WAITING FOR SSDI IS THERE ANY WAY I COULD COLLECT MY 401K FROM WALMART… read more
winktax
winktax
Enrolled Agent
Master's Degree
425 satisfied customers
i have a 401k ans last year went to my accountant and after
i have a 401k ans last year went to my accountant and after filing the 401k money i borrowed paperwork came in !! can i take it to him this year to have it done i borrowed 4,444.44 in which 444.44 was… read more
DanielleCPA
DanielleCPA
Certified Public Accountant
Bachelor's Degree
577 satisfied customers
Hi, Bill. You helped me back in Feb and March. Im trying to
Hi, Bill. You helped me back in Feb and March. I'm trying to close down a solo 401k account I have at TradeStation and transfer funds to an existing solo 401k account (from same employer) at Vanguard.… read more
Bill
Bill
Master's Degree
3,163 satisfied customers
I requested a 401K hardship withdrawl from my employer. I received
I requested a 401K hardship withdrawl from my employer. I received response telling me to find out if it falls within the IRC Section 165. I then can mail a letter to them and get the money. I bought … read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
If my employer quit contributing and matching my 401k ...
If my employer quit contributing and matching my 401k for over 3 years now, do they have any control over when and if I want to take it out?… read more
Dennis M. Smith
Dennis M. Smith
Retired
Bachelor Degree
1,276 satisfied customers
I had a 401k with my previous employer. My job was ...
I had a 401k with my previous employer. My job was eliminated. I took my 401k loan, which they did take taxes out of. I realized I had a loan through my 401k. The ooutstanding balance was around $13,0… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I am 60 years old and want to withdraw some of my 401K.
I am 60 years old and want to withdraw some of my 401K. How much can I takeout? Are there penities? Do I have to repay since I have past the age of 59.5 years ?… read more
Matt Kesler
Matt Kesler
Business Owner/Law Student
Doctoral Degree
1,646 satisfied customers
I took out a 401k loan when I was 58 years old...I am now ...
I took out a 401k loan when I was 58 years old...I am now 591/2....can I withdraw monies from my 401k and pay off that loan...if so, what rate will I be taxed..Balance of loan $5500.… read more
The Land Advisor
The Land Advisor
Master's Degree
906 satisfied customers
IS THERE A WITHDRAWAL REQUIREMENT AT AGE 70 1/2 AND IF SO, WHAT IS IT
I KNOW THAT THERE ARE WITHDRAWAL REQUIREMENTS WITH AN IRA WHEN YOU REACH AGE 70 1/2. DO THESE SAME RULES APPLY TO A 401K?… read more
Matt Kesler
Matt Kesler
Business Owner/Law Student
Doctoral Degree
1,646 satisfied customers
I used to work at Chase and I think I still have a 401K ...
I used to work at Chase and I think I still have a 401K account there. How do I find it and transfer it to my new job?… read more
The Land Advisor
The Land Advisor
Master's Degree
906 satisfied customers
I am 50.5.. I have a 401k with Metlife.. I have been ...
I am 50.5.. I have a 401k with Metlife.. I have been on disability for 6 years left my 401K with Metlife since there are no fees and i'm earning 5%. How do I go about getting my money without being ta… read more
Guru_Guy
Guru_Guy
Doctoral Degree
1,634 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

1,989 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