Personal Finance FAQs

  1. What real estate documents need to be recorded?

  2. How can I make equity investments in real estate?

  3. What is the difference between a fixed annual percentage rate (APR) and a variable ...

  4. Who were the original Dow Jones Industrial Average (DJIA) companies?

  5. How does a cost of living adjustment (COLA) affect my salary?

  6. Can I still set up an SEP if one of my employees refuses to participate?

  7. How can I make sure I get all my eligible deductions?

  8. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  9. Can I roll a Traditional IRA into a 529 college account for my grandchild?

  10. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  11. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

  12. I want to close my IRA account. What percentage will I lose to tax?

  13. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  14. Is there a limit on how much I can move from my IRA to my Roth IRA?

  15. What aids will help me file my own tax return?

  16. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

  17. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

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

  19. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  20. What effect will a prenuptial agreement have on a 401(k)?

  21. What is a good book on creating a trust that would qualify as the beneficiary for ...

  22. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

  23. Can I contribute to both a 401(k) and an IRA?

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

  25. I have a small business (LLC), which I operate part-time. I also work full time for ...

  26. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

  27. My spouse has little/no income. Can I contribute to my spouse's IRA?

  28. Can 529 plans be used to transfer wealth to other family members if the original ...

  29. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  30. Should I collect early Social Security?

  31. What is the difference between a Traditional and a Roth IRA?

  32. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  33. Are there special benefits for U.S. armed forces personnel?

  34. How can I budget for both short-term expenses and long-term goals?

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

  36. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

  37. What happens during the consolidation phase of an investor's life cycle?

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

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

  40. Can I donate stock to charity?

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

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

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

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

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

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

  47. What pension benefits are available to military personnel?

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

  49. What is cliff vesting?

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

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

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

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

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

  55. Are my IRAs secure against possible liens?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  90. How did Warren Buffett get started in business?

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

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

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

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

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

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

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

  98. How do I get a split tax refund?

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

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

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