Personal Finance & Money Questions, Problems & Solutions : TransWikia.com ~ Page 400

Shutting Down my Solo 401(K) plan

I recently shutdown my individual 401(K) plan at E*Trade. There was also a Roth 401(K) plan also. I plan to file form 5500EZ just once to cover both plans. Is...

Asked on 01/08/2021

1 answer

IBAN to SEPA converter

I have a UK bank account, and the IBAN number follows this example format as expected:GB45 LOYD 6016 1331 9268 19When I log onto the Spanish utility company Iberdrola, I...

Asked on 01/08/2021

1 answer

How does the lender benefit from offering a Reverse Mortgage?

It is always a good idea before entering into any financial arrangement to understand what benefit the person on the other side of the deal is getting to fully understand...

Asked on 01/08/2021

6 answer

401 K Plan and form 5500

I have a solo 401 K plan with about 225K in it through E*Trade. If/when the account reaches 250K thenI will have to file form 5500 every year with...

Asked on 01/08/2021

1 answer

Are Offset Accounts OR Paying of Mortage Going to Give Me a Better ROI

I've been looking into my finances lately (I am an armchair finance person). And it looks to me, that my return on investment isn't going to be the same,...

Asked on 01/08/2021 by BenniMcBeno

1 answer

How much and when to sell when I use dollar cost average?

I want to start investing in Bitcoins (but the question applies to other assets as well) using a simple dollar cost average strategy. What I do not understand about this...

Asked on 01/08/2021 by cholo14

3 answer

No provision for beneficiary at HSBC

Background: My wife and I live in California (if that matters) and have a living trust. My wife and I recently opened an online savings account at HSBC. APY...

Asked on 01/08/2021

1 answer

Question about bonds yield to maturity

Each of the following 3 bonds matures in 12 years: I understand yield of maturity is calculated through the equation:...

Asked on 01/08/2021

1 answer

Why choose NSE MFSS and/or BSE StAR MF?

While reading disclosure material published by mutual fund houses, I came across a discussion of the Mutual Fund Selection Service by NSE and the StAR MF service by BSE. To...

Asked on 01/08/2021

1 answer

Should I sell cryptocurrency towards the year end?

I live in USA. I had a loss of X amount of money a few years back in Cryptocurrencies. From that year on, I am seeing some Y amount of...

Asked on 01/08/2021

0 answer

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