Personal Finance & Money Questions, Problems & Solutions : TransWikia.com ~ Page 464

Short duration corporate bond ETF

I am considering a short duration corporate bond ETF to get some interest on my money which is starting pile on on my zero interest account. I am however concerned...

Asked on 11/27/2020

1 answer

Employee provided 401k account has very limited options. Is there a way I can move to a better account?

My employer-provided 401k has very limited investment options. Mostly I see two options: (1) They have several target-date funds like this: LifePath® Index 2040 Non-Lendable Fund M...

Asked on 11/27/2020 by Aditya

2 answer

HSA Employer Excess Contribution: W2 vs Other Income?

Form 8889 instructions state that excess employer contributions should be included in income on Form W-2. (Box 1 I assume?) If this is not done, instructions state that excess employer...

Asked on 11/27/2020 by mk33

1 answer

UK First house purchase - Amount solicitor has requested is greater than the amount I am expecting

I am currently in the process of buying my first house (UK), and am nearing the point of exchange of contracts. I have started transferring funds to my solicitor ahead...

Asked on 11/27/2020

0 answer

What are the risks of getting an additional credit card just so my parents get more points?

My father is retired and one of his hobby is to gather as much credit card programs as he can and manage them in a way as to maximize returns...

Asked on 11/27/2020 by Alex Millette

3 answer

Should I get a financial advisor?

I am 21 years old and graduated from college and I obtained a decent job. I have read a lot about managing money, and I believe I could manage my...

Asked on 11/27/2020 by MountaindewKing

4 answer

Are non-US citizens trading on US stocks/options subject to tax?

I'm a non-US citizen, and not residing in US, who uses an online brokerage firm to trade US stocks and options. Are my capital gains (short term and long term)...

Asked on 11/27/2020 by jemy

3 answer

Expenses on a vacation rental

We bought a vacation house in 2020, which we plan on renting out in 2021 after some renovations. I think I understand the tax implications for the renovations. Furniture...

Asked on 11/26/2020 by tihom

1 answer

Can I benefit from a liquidation event if I use the funds to pay off my spouse's student loans?

I am expecting some liquidity on my NSO (Non-qualified Stock Options) and ISO ( Incentive Stock Options) with current company. I have heard of 529 for college fund. Is this...

Asked on 11/26/2020

1 answer

US resident with Canadian income via T4A-NR

I am a single person LLC in the US and I do a lot of contract work for a US company. In 2016 I was asked by them to...

Asked on 11/26/2020

1 answer

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