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Personal Finance & Money : Recent Questions and Answers (Page 442)

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

What are the different methods for budgeting?

I've always used the envelope method to budget. I know Mint uses a different method, but I'm not sure if it has a name or not. It could simply be...

Asked on 12/11/2020 by Corey P

2 answer

Roth IRAs for Residents of Puerto Rico with No Income within the continental US

Can anyone help? I've looked for this info all over but have not been able to find any answers.Are Puerto Rican residents allowed to open a Roth IRA while...

Asked on 12/11/2020 by Lourdes

0 answer

Are there tax requirements for a transfer on death account? If so, how do I file it?

I live in the U.S. My great aunt passed away and I was listed as her beneficiary on her transfer on death Certificate deposit (CD) account. The account has/had approx....

Asked on 12/11/2020 by birdnerdgirl

1 answer

Does the “15% into retirement” rule include employer contributions?

I keep seeing that you should be putting 15% of your income (link2, link3) into a retirement account. Does that include the employer match? For instance, if...

Asked on 12/11/2020 by rhavelka

10 answer

Can a disregarded entity carry forward a tax loss?

I've heard that in general only businesses can carry tax loss forward (though in certain cases individuals can, too). Can someone filing taxes as an individual because they have a...

Asked on 12/11/2020

0 answer

What is a loan origination date?

From Investopedia we have the definition of a loan origination:Origination is the multi-step process that every individual must go through to obtain a mortgage or...

Asked on 12/11/2020 by Martin Drozdik

2 answer

How is the time-premium on PUT options calculated

I have some PUT options in AAPL, and I thought I understood how options pricing worked on a basic level but I must be missing something. Today the AAPL stock...

Asked on 12/11/2020 by Dylan Smith

3 answer

How do market makers avoid losses in their stock inventory?

The Designated Market Makers (DMMs) on NYSE and the Market Makers on NASDAQ hold shares in their inventory in order to facilitate liquidity. Given that stock prices change throughout the...

Asked on 12/11/2020

1 answer

Should I indicate on Form 1 for 2015 for Massachusetts my current address or my address in 2015?

I am filling out a 2015 Form 1 (mirror) for the state of Massachusetts in the United States. My address has changed since 2015:...

Asked on 12/11/2020

1 answer

What is the deadline to put money in 2019 IRA

I have Traditional and Roth IRA accounts, where I have not put any money in and I was reading What's the deadline to contribute to a Roth IRA I...

Asked on 12/11/2020 by Ufder

1 answer

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