Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
I started receiving SSD in 2019. A portion of first $$ was
I started receiving SSD in 2019. A portion of first $$ was for 2018. Do I just amend 2018 taxes for that amount? … read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,417 satisfied customers
My wife has a UK occupational pension that became payable
My wife has a UK occupational pension that became payable last year. In common with all UK pensions it includes a (UK tax-free) lump sum that she intends to invest in Canada. The amount, that is consi… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,417 satisfied customers
Second opinion] Eval: Basic Pros&Cons re Sell or Rent My
Second opinion] Eval: Basic Pros&Cons re Sell or Rent My Current home?Moving out of state to buy another home 1) Do I rent or sell my current (paid-off: 311K equity) home (condo) in single-fam home ne… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,417 satisfied customers
My husbands company was bought by a new company. They are
My husbands company was bought by a new company. They are discontinuing the pension plan. They have offered several options. The one my husband wants is the lump sum but in order to get it, I must sig… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
21,333 satisfied customers
I have 401(k) from work. I am over 59.5. I plan to retire.
I have 401(k) from work. I am over 59.5. I plan to retire. Part of my plan is in ESOP (which came about as employer using company stock to match my contributions), another part is what I bough in comp… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,160 satisfied customers
What is the best way to evaluate a lump sum pension offer? I
What is the best way to evaluate a lump sum pension offer? I have all the details but have a feeling the company is offering an amount that would be hard to invest and replicate the guaranteed future … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
7,746 satisfied customers
I have a loan against my 401K @ 4% interest which goes back
I have a loan against my 401K @ 4% interest which goes back into the 401K and buys add'l shares. My 401K is currently earning 5.4%. I am 54 and retiring very soon. I have a Gov't pension (separate fro… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
21,333 satisfied customers
My name is ***** *****. I am a US and UK citizen resident in
Customer: Hi, my name is ***** *****. I am a US and UK citizen resident in US and about to retire. I'm checking to see whether there are any US tax implications for me if I commute up to 25% of a defi… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,801 satisfied customers
If you are retired ,Have a lot of debt, and you have a large
If you are retired ,Have a lot of debt, and you have a large 401k and IRA and husband have a Pension with annual cost of living raise. Would it be best to take a lump sum from 401k and pay off all cre… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,225 satisfied customers
I would like some advice on a pension arrangement from my last
I would like some advice on a pension arrangement from my last employer. I either stay in the defined benefit scheme or take a tax-free lump sum now. The defined benefit scales more-or-less with the G… read more
Rakhi Vasavada
Rakhi Vasavada
Financial and Legal Consultant
Bachelor's Degree
2,614 satisfied customers
this is kind of a follow up question. I will be withdrawing
this is kind of a follow up question. I will be withdrawing the pension and if I only withdraw 50% of it, where should I put the other half so I can get to it easily if I need it? Or, if I withdraw th… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,160 satisfied customers
Id like guidance to know if I should exercise a lump sum payout
I'd like guidance to know if I should exercise a lump sum payout of a pension plan. I'm about to turn 50. At age 65, the pension payment would be 467/month for life. It's a single life annuity, so the… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,112 satisfied customers
I am thinking about getting a reverse mortgage on my condo
I am thinking about getting a reverse mortgage on my condo can you give me some of the reputible companies and is this a safe decision thanks… read more
AnswerCPA
AnswerCPA
Business Owner
Bachelor's Degree
38 satisfied customers
I have look at several online pension investments firms that
I have look at several online pension investments firms that does pension buyouts, and tried to check their track records, and was unable to fine any comments. Can you let me know how legitimate any o… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,160 satisfied customers
I have been unable to access your answers, but as I remember
I have been unable to access your answers, but as I remember you seem to be offering ways to raise loans. I am not in a position to repay this money so I am looking at home /reversion schemes and need… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
1,417 satisfied customers
Yes my dad left me a IAM national pension fund that I receve
Yes my dad left me a IAM national pension fund that I receve every month on the first I have been trying to see if I can get a lump some payout.... do you think I have a chance ... the reason i would … read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
In California is there a timeline for lump sum pension payment from my previous emplo
I left my previous employer 2 1/2 years ago and last month was the first time they allowed me to make a decision on my pension. On October 15th, 2008 they received my request for one time lump sum pay… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Hello, my husband has been putting $400 a month aside in a
Hello, my husband has been putting $400 a month aside in a 403B retirement fund for close to 10 years. The dollars are 60% stocks and 40% bonds. We are teachers so we have a strong pension fund in TRA… 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)

2,225 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