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Personal Finance FAQs

  1. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  2. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. Is it possible to reverse the QDRO, which was put into a CD Traditional IRA account, without incurring any type of penalty?

  3. Can I establish more than one IRA?

  4. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, I can save 6.5%. Should I do this?

  5. I have conservative views on investing. How should I go about investing in a Roth IRA?

  6. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same manner that a Traditional IRA can?

  7. What is the difference between a buy-side analyst and a sell-side analyst?

  8. I've heard that workers who don't roll over their 401(k)s after retiring face some problems related to estate planning. I was told it was some type of final 2002 government regulation. Is this true?

  9. If I participate in my company’s SIMPLE IRA plan, can I also contribute to another IRA in order to receive a larger tax deduction?

  10. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw it (when eligible)?

  11. What is the difference between investment banks and merchant banks?

  12. How do I figure out my cost basis on a stock investment?

  13. Is an employee eligible for an SEP if the plan has already been set up for other employees?

  14. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  15. Why do companies postpone earnings announcements?

  16. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  17. How can I reduce the taxes on my inherited retirement assets?

  18. When am I not required to submit a social security number on my tax return?

  19. How do I calculate my gains and/or losses when I sell a stock?

  20. How should I estimate my income from fixed sources like bonds, CDs and stocks?

  21. I have a KSOP through my employer that I've invested 100% in company stock. I am now concerned that I'm not diversified and would like to move out of company stock and into mutual funds. Is this allowed with the funds I've contributed to the account?

  22. Is there any time I would want to have a zero-principal mortgage?

  23. When am I considered "married" for tax purposes?

  24. How can I get information about my deceased husband's retirement account if his employer withholds it?

  25. What's the difference between a golden handshake and a golden parachute?

  26. What options do I have to save for my child's education?

  27. How do I "vest" something?

  28. What is a tuck-in acquisition?

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Last Questions Asked:
  1.

    If I want to have some cash in a liquid account for unexpected emergencies, what is best? A savings account or another type?

  2. How are capital gains and dividends taxed differently?

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

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