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Personal Finance & Money : Recent Questions and Answers (Page 91)

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

Best Time for Back Door Roth IRA Contributions

I want to contribute to Roth IRA but due to income limits I cannot. I am already have a Traditional IRA account with funds in it. I can move certain...

Asked on 07/26/2021 by Mehreen Azam

2 answer

Change State Income Tax

During 2020, my permanent address from January 2020 to August 2020 was in New York City. From September 2020 to December 2020, my permanent address was in Pennsylvania. Here are...

Asked on 07/26/2021

0 answer

Tax treatment of Giving loan to a relative overseas - what forms to file

I have a relative overseas who is asking for a loan of $100k. I would like to know the tax implications and what paperwork needs to be filed when the...

Asked on 07/26/2021

2 answer

How to allocate assets between asset types and tax-benefit accounts?

I hoped I could simply put all my funds into a TDF in a tax credit account and done with it, but it seems it's not that easy. I'm trying...

Asked on 07/26/2021

1 answer

Tour operator asks for undue money

Some time ago I purchased a trip from a leading tour operator in Germany (I’m resident of a close-by country). They asked me to provide them with a credit/debit card...

Asked on 07/25/2021 by tourist

1 answer

If you change to a new employer, does dental lifetime maximum reset?

Suppose that you have a lifetime maximum with Provider A at Employer A. You use your $1500 lifetime maximum for major work. Then you get a new job. Then you...

Asked on 07/25/2021

2 answer

How can I buy things with monthly payments in the US?

I am a new international student in the US. In our country we didn't have credit cards like in the US and this is a new system to me. If...

Asked on 07/25/2021

10 answer

What is the cheapest way to pay off this loan?

I recently took out a loan in order to buy a car for work. The contract is over a five year term, with a total of 60 monthly repayments, at...

Asked on 07/25/2021

2 answer

Life insurance and its risks on the insurer and the insured

Consider a life insurance contract designed for independent workers who have little salary and are afraid to lose their retirement opportunity: for example, they will always be obliged to work...

Asked on 07/25/2021

1 answer

How to handle capital gains on a Virginia Individual Income Tax Return

I reported capital gains (reported to me on a 1099-DIV) on my 2015 Form 1040A "U.S. Individual Income Tax Return" (line 10.) Using the "Qualified Dividends and Capital Gain...

Asked on 07/25/2021

1 answer

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