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Personal Finance & Money : Recent Questions and Answers (Page 12)

Find answers to your questions about Personal Finance & Money or help others by answering their Personal Finance & Money questions.

Tax treatment of earnings when making a in-service rollover from After-Tax 401k to Roth IRA

My employer offers three categories under 401k:TraditionalRothAfter-TaxThe Traditional and Roth are well-known and like the Traditional and Roth IRA. The sum of contributions to these are capped at around $19k...

Asked on 10/05/2021

2 answer

Who to pay local taxes to if I have lived in multiple locations?

Pretty straightforward. I have lived in multiple locations (within same state) throughout 2020 and as a result find it a bit complicated to determine who I owe local taxes to?...

Asked on 10/05/2021

1 answer

Gnucash OFX import transaction dates are wrong?

I have exported transaction data from my credit card company in OFX format. When I import it into Gnucash, the dates that show for the transactions are off by...

Asked on 10/05/2021

1 answer

Stimulus check never received, how do I alert the IRS and claim i before the 2020 deadline?

I am eligible to receive all three stimulus checks but I am living abroad. I was told by the IRS that they sent the first two but I never received...

Asked on 10/05/2021

1 answer

Not tracking cash, paying for others

I am new to GnuCash. I don't want to track cash money. Money withdrawn from the bank account should be considered spent. I have an Expenses:Cash account for this. Now...

Asked on 10/05/2021 by Jan Schatz

1 answer

Given a tax advantage account and a non-tax advantage account, should trades be concentrated in the tax advantage account?

TL;DR: If my investing strategy is a mix of ETFs (50% value, rarely traded) and stocks (50% value, more frequently traded), is it advantageous to do the stocks trading in...

Asked on 10/05/2021 by jaytrain

1 answer

Can I buy an overseas property using the bonus from a Lifetime ISA?

I have a Lifetime ISA but am looking to move overseas in the next few months. I am yet to buy any property and thus my first property purchase will...

Asked on 10/05/2021 by Jordan Belfort

1 answer

What happens if send low value swift payment via BEN?

I am wondering what happens if I made a low value swift payment (e.g under £10) which is less than the transaction fee. Would the payment be rejected?...

Asked on 10/05/2021

0 answer

Someone asked me to login to his bank account and make transfers to another account

Someone I knew online asked me to log in to his account in Pioneerbanking.online and make a few transfers for him as he "couldn't do it by himself for a...

Asked on 10/05/2021 by Lan Anh

5 answer

When To Use High Dividend Funds

I recently heard that one way to retire is to accumulate enough wealth and then invest in a high dividend portfolio. That way, you can live off the dividends and...

Asked on 10/05/2021 by Snowy Coder Girl

3 answer

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