Financial Advice Q&A

Showing questions for "Taxes". Show All Questions

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Question

What are rules for withdrawing inherited Roth IRA?

My wife is a partial beneficiary for her fathers Roth IRA. We are hoping to use the funds to facilitate a move into a place that better suit...

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06-12-2015 04:16 PM

Question

How much should we withhold?

Alright I'm a married male work fulltime and have no kids. My wife just got a full time job And on her pay check she's claim married And 1. ...

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05-29-2015 05:35 PM

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Where should I put money set aside for taxes?

Due to circumstances outside my control I am forced to withdraw my TSP. I know they are keeping 20% automatically for taxes and I can have t...

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05-22-2015 09:14 PM

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Will I avoid the 10% penalty if I pull money from my 401(k)?

I want to withdraw from my 401K without the 10% penalty although I am not 59 years old yet. In reading the IRS guidelines about withdrawing ...

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05-18-2015 10:56 AM

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What's best tax deal for retirees?

What States provide the most advantageous tax treatment of Federal Pensions?

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05-17-2015 12:38 PM

Question

Is a wedding gift taxable?

I want to give my son and his wife to be $30,000.00 as a wedding gift. What are the federal/state tax requirements?

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05-11-2015 04:55 PM

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How much should I withhold for state taxes?

What number of exemptions should I put on my tax form (not sure but is it a W-4 for Maryland state taxes?) in order to at least not owe the ...

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04-26-2015 12:44 AM

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Can I rollover the capital gain on my house into a new property?

I will be selling my second home and expect a fair amount of profit. How do I minimize what I will be taxed on. I will be building a new pri...

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04-22-2015 05:20 AM

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Can I deduct an IRA contribution?

I have a traditional IRA with USAA and I owe 1k and change for 2014 taxes, can I contribute to a traditional traditional IRA and reduce my t...

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04-12-2015 10:30 AM

Question

What are the taxes if I roll an IRA to a Roth IRA?

Do I have to pay tax if I rollover: Mutual Fund - IRA to Roth IRA If yes, is it on all money, or just earnings?

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03-02-2015 05:57 AM