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Personal Finance & Money : Recent Questions and Answers (Page 174)

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

401k refund if an HCE front-loads 19.5k, leaves on March 1, and the ADP test fails?

Let's say it's your third calendar year working for a company with no vested employer match; you're classified as HCE. You make a mistake of front-loading 90% of your...

Asked on 06/01/2021

0 answer

Qualifying for home equity loan

We're in the initial stages of looking to downsize. The price of the new home is expected to be close to our current home (no mortgage), with the latter expected...

Asked on 06/01/2021

2 answer

Price lands between Spread Strike on Expiration

Imagine this setup: Sell put strike $10 Buy put strike $9 At expiration, the price is at 9.5 which should cause you to be assigned but your bought put...

Asked on 06/01/2021

1 answer

Distributing ETF with Net Total Return index

Distributing ETFs pay out dividends.Accumulating ETFs retain dividends and reinvest them internally.A total return index is an index that measures the performance of a group of components by assuming that...

Asked on 06/01/2021

1 answer

Can fundamental analysis be applied to market indexes as if they were single stocks/bonds?

According to Benjamin Graham, in order to avoid speculation, fundamental analysis must be applied in order to analyse the viability of a stock/bond before purchasing it. Is this criteria valid...

Asked on 06/01/2021

5 answer

What are the tax implications for my family if someone from China deposits $50k into their account and they transfer to my U.S. account

I have a Chinese wife and we live in China. She inherited a house and money and we are moving to the United States. We have started transferring large amounts...

Asked on 06/01/2021

1 answer

How to find platform to invest in Canadian ETFs from overseas?

I am intending to invest in Canadian ETFs. I reside overseas. Although I have Canadian SIN, I do not have a permanent address in Canada at the moment. I searched...

Asked on 06/01/2021

1 answer

Need formula to create credit card payoff spreadsheet that accounts for additional monthly charges

I'm looking for a formula that I could program in a spreadsheet in order to create a credit card payoff calculator that accounts for recurrent monthly charges. I've been searching...

Asked on 06/01/2021 by Yanick Girouard

0 answer

What are ADR prices based on when the foreign stock exchange is closed?

The price of an ADR is based on its underlying security's price on its home stock exchange. However, the home stock exchange is not necessarily open during the same hours...

Asked on 05/31/2021

1 answer

How can I check if Warren Buffett or Berkshire Hathaway is parking cash more than usual?

Purportedly, the world’s wealthiest investors are waiting for stocks to drop further before buying again. How can I verify this online for Warren Buffett and his Berkshire...

Asked on 05/31/2021

2 answer

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