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Personal Finance & Money : Recent Questions and Answers (Page 270)

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

Any advantage to proactively refiling previous-year paper tax return that the IRS misplaced, and that I have a paid balance on?

I filed for the first time on paper in June 2020 for tax year 2019, and I have the certified mail receipt. I owed a balance, and the IRS deposited...

Asked on 04/02/2021 by user106227

2 answer

Retirement benefits vs. better salary/health insurance

I'm a research scientist and postdoctoral fellow in a US government lab. Currently, my position is funded through a DOE-run organization as an educational/training position. The salary is good for...

Asked on 04/02/2021

1 answer

Is short term capital loss worth more than long term capital loss?

Let's say someone has already realized a lot in short term and long term capital gains for a given year. And the same person has also unrealized short term capital...

Asked on 04/02/2021

1 answer

QBI calculation when S Corp owns LLC

I am sole owner of an S Corp that is a member in an LLC. Let's say my S Corp gets $100k from the LLC, of which $50k is guaranteed...

Asked on 04/02/2021

0 answer

Your account is approved for margin. Maintenance requirement questions?

I am new to investing and opened a brokerage account through TD Ameritrade. I've been purchasing stock with cash deposited into the account. I noticed today the Maintenance requirement row...

Asked on 04/02/2021 by hellyale

1 answer

How to ensure that my shares are never sold when I write call options?

I own shares of stocks and ETFs that I plan to own for the long term (so as to avoid the short term capital gains tax). I also want to...

Asked on 04/02/2021

2 answer

If I wish to vote for a company's special meeting, should I vote via all brokers, or does voting via one broker suffice?

I own some shares in the company that will hold a "special meeting", for which shareholders have the option to cast their vote for. My shares are spread across several...

Asked on 04/02/2021

1 answer

UK - Do I need to file final accounts when striking off an empty <12 months old company?

I would like to strike off an empty UK ltd company which is <12 month old and has never done any business and has no employees. My accountant has advised...

Asked on 04/02/2021 by swartchris8

0 answer

Making equity investment of personal money to LLC

NY state here. I have a very small single member, member managed (I'm the member) LLC that has elected to be taxed as an S-corporation (this might be important). The...

Asked on 04/02/2021

1 answer

What is the formula for rebalancing a portfolio?

I have a portfolio of two assets. I've invested X% in asset A and Y% in asset B. Here, X and Y are weights. So, for example X = 50,...

Asked on 04/02/2021 by fewegw

1 answer

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