Personal Finance FAQs

  1. Can I donate stock to charity?

  2. I own a small business. Can the SBO-401(k) work for me?

  3. What does a "5 by 5" power in a trust document mean?

  4. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

  5. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

  6. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  7. Is it wise to put an IRA account into a fixed or variable annuity?

  8. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  9. Can an employer adopt a different type of retirement plan for each employee?

  10. What is cliff vesting?

  11. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  12. What pension benefits are available to military personnel?

  13. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  14. Is my 403(b) account owned by me or by the institution?

  15. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  16. If there are two plans and one is terminated, creating a distributable event, can ...

  17. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  18. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  19. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

  20. Are my IRAs secure against possible liens?

  21. Where can I find information on how to distribute my deceased parent's assets?

  22. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  23. How do I find out what my tax bracket is?

  24. What was the most notable hostile takeover of all time?

  25. What's the difference between a tax rate and a tax bracket?

  26. What’s the difference between IRS Forms 1040 and 1040EZ?

  27. Can I use IRS Form 1040EZ to file my tax return?

  28. When do I need to fill out an IRS Schedule H form?

  29. Does my debt-to-income (DTI) ratio affect my credit score?

  30. When do I need to file an IRS Schedule F form?

  31. What is IRS Form W-2 used for?

  32. What are the advantages of paying your taxes with the Electronic Federal Tax Payment ...

  33. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

  34. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

  35. When would I have to fill out a Schedule D IRS form?

  36. What are the dangers of using the Electronic Federal Tax Payment System (EFTPS)?

  37. How do I lower my debt-to-income (DTI) ratio?

  38. Who needs to fill out IRS Form Schedule B?

  39. When would I need to use IRS Form 1040X when filing my tax return?

  40. What counts as "debts" and "income" when calculating my debt-to-income (DTI) ratio?

  41. Will I pay taxes on my Social Security payouts?

  42. How do I determine what to pay in taxes if my employer doesn't withhold payroll taxes?

  43. What's the difference between housing starts and building permits?

  44. Can filing taxes with Form 1040EZ cost me money?

  45. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  46. What unforeseen circumstances affect what I'll pay in capital gains taxes?

  47. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

  48. Will getting a student loan deferral hurt my credit score?

  49. How does bouncing a check affect my credit score?

  50. How does my debt-to-income (DTI) ratio affect my ability to get a mortgage?

  51. At what age will I be eligible for the maximum Social Security payout?

  52. Who's required to fill out a Schedule C IRS form?

  53. Can I take money out of my Individual Retirement Account (IRA) while working?

  54. How did Warren Buffett get started in business?

  55. Will having several credit cards hurt my credit score?

  56. What are the best ways to invest in mortgage-backed securities (MBS)?

  57. Can I buy a house directly from Fannie Mae (FNMA)?

  58. On average, what can I expect my private mortgage insurance (PMI) rate to be?

  59. Why do I need to pay private mortgage insurance (PMI)?

  60. What's considered to be a good debt-to-income (DTI) ratio?

  61. What are the benefits of splitting my tax refund?

  62. How do I get a split tax refund?

  63. How does Fannie Mae (FNMA) make money?

  64. How do I know whether to itemize deductions or take the standard deduction?

  65. What's the difference between an individual retirement account (IRA) and an annuity? ...

  66. What's the difference between an individual retirement account (IRA) and a certificate ...

  67. What are the different types of private mortgage insurance (PMI)?

  68. What's the difference between private mortgage insurance (PMI) and mortgage insurance ...

  69. Why is Social Security running out of money?

  70. How can I avoid paying private mortgage insurance (PMI)?

  71. What's the difference between IRS Forms 1040EZ and 1040A?

  72. Can my spouse and children collect my Social Security when I die?

  73. Can moving to a higher tax bracket cause me to have a lower net income?

  74. What's a better way to borrow money: overdraft or credit cards?

  75. What are the pros and cons of overdraft protection?

  76. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

  77. How Long Should I Keep My Tax Records?

  78. If I don't have any kids and want to leave all of my worldly possessions to my dog, ...

  79. How do I list the beneficiaries of my life insurance policies if I have a trust? ...

  80. If I want to have some cash in a liquid account for unexpected emergencies, what ...

  81. How are capital gains and dividends taxed differently?

  82. What is pay-as-you-drive auto insurance?

  83. Are 401(k) loans taxed?

  84. If a LEAP option is purchased and held for more than 12 months, is the tax treatment ...

  85. What is an annuity?

  86. How does the government spend my taxes?

  87. What is the difference between a credit report and a credit score?

  88. Who is eligible for student loan forgiveness?

  89. What is an asset?

  90. What exactly is a startup?

  91. How do you flip a home?

  92. What is a reasonable amount of debt?

  93. Can my insurance company refuse me coverage?

  94. When buying a car, is it better to have a trade in or a down payment?

  95. What should you do when you're five years from retiring?

  96. Why do some companies pay a dividend, while other companies do not?

  97. What are the differences between a 401K and an IRA?

  98. Does paying my utility bills on time improve my credit score?

  99. How old should you be to get life insurance?

  100. Besides a savings account, where is the safest place to keep my money?

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