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Financial Advisor Q&A

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    Personal Finance, Taxes
Are state and federal tax refunds form last year taxable this year?
100% of people found these answers helpful
2 answers
Alicia Butera
Kimberly Howard
April 2017
    Debt, 401(k)
June 2017
    Debt, Real Estate, Taxes
August 2017
    Retirement, IRAs
What are my retirement options as an employee of a nonprofit?
100% of people found these answers helpful
5 answers
Adam Morgan
Daren Blonski
Deva Panambur
David Rae
Robert E. Maloney
last month
    Stocks
last month
    Investing, Mutual Funds, Stocks, Taxes
3 weeks ago
    Retirement, IRAs, Mutual Funds
What are the benefits of a 457(b) plan compared to low-cost index funds?
100% of people found these answers helpful
2 answers
Matt Ahrens
Richard Reyes
1 week ago
    Debt, Personal Finance
June 2016
    Small Business
June 2016
    Marriage / Divorce, Real Estate
August 2016
    International / Global, Taxes
February 2017
    Financial Planning, Small Business Financing
When will I receive my profit sharing funds after job termination?
100% of people found these answers helpful
2 answers
John Kvale
Robert E. Maloney
August 2016
    Real Estate, Taxes
What are the tax implications of a quitclaim deed?
100% of people found these answers helpful
1 answer
Colby Winslow
September 2016
    Debt, Marriage / Divorce
What are my borrowing options?
100% of people found these answers helpful
1 answer
Tom Cymer
September 2016
    IRAs, Taxes
Will I be taxed if I don't touch the funds in a transferred IRA account?
100% of people found these answers helpful
2 answers
Andrew Avellan
Dominique Henderson
October 2016
    Debt
Can we apply for an equity loan?
100% of people found these answers helpful
1 answer
Rick Fingerman
October 2016
    Social Security, Taxes
Will I have to pay Social Security taxes?
100% of people found these answers helpful
3 answers
Ann Vanderslice
Matthew J. Ure
Steven Hennessy
November 2016
    Banking, Personal Finance
How can I found out a potential borrower's assets?
100% of people found these answers helpful
1 answer
A. L. Williams
November 2016
    Retirement, 401(k), IRAs
What should I do with my income as I approach retirement?
100% of people found these answers helpful
3 answers
Rick Fingerman
Russell Wayne
John H. Robinson
December 2016
    Taxes
Will I be required to file a gift tax form?
100% of people found these answers helpful
1 answer
Rick Fingerman
January 2017
Showing 21-40