Unanswered Questions

7
votes
0answers
100 views

How useful is the PEG Ratio for large cap stocks?

I've read a few articles recently that discuss the PEG (Price/Earnings to Growth) Ratio and how, when it's 1 or lower, it can mean that the company is undervalued, and thus a good investment (I know ...
7
votes
0answers
113 views

How does a tuition insurance payment affect 529 withdrawals?

Qualified college tuition and expenses were paid from a 529 plan in 2014. The school sent a 1098-T and the 529 plan sent a 1099-Q and everything was fine on my 2014 taxes. In 2015 my child has left ...
6
votes
0answers
205 views

If I'm the only one on the mortgage, do I have to count my significant other's payments as rent for tax purposes?

Lets say I take out a mortgage to buy a house, and I'm the only borrower on the loan. My girlfriend's dad gifts me $125k to pay the down payment. She and her parents go on the title, along with me. ...
4
votes
1answer
87 views

Working remotely from Canada for a US company. How to get paid?

I am a Canadian who just landed a (short-term contract) job working remotely for a US company. Since this happened through a (US) recruiter, my employer would pay the recruiting firm, who would pay ...
4
votes
0answers
65 views

What happens when your Canadian ETF shuts down?

I just got a notice that an ETF I own will termiate in 2 months if the shareholders don't vote for an extension. I understand that if I kept the shares until the termination date, I would get a ...
4
votes
1answer
56 views

WHEN should I realize capital gains before going from non-resident alien to resident alien in USA?

I have read this post (How to realize capital gains before going from non-resident alien to resident alien in USA) and would like to ask a follow-up question. It's understood that capital gains ...
4
votes
0answers
94 views

Donating to US versus Canadian charities to maximizing tax benefits

I am a US citizen and I have the option to make my charitable donations in either the US or Canada for the next few years. How do I maximize my tax benefit for a fixed donation size? My ...
4
votes
0answers
493 views

Can I claim a parent receiving Medi-Cal benefits as a dependent on my tax return?

My mother got her green card this year. She won't work here. All her expenses will be paid by me. Since she is 67 years old, I am planning to apply for Medi-Cal health coverage for her. My question ...
3
votes
0answers
41 views

Swedish krona to Euro

I have 1 million SEK in a Swedish bank account which I wish to transfer to my bank account in a country using the Euro. How do I transfer this money so as to avail of the best possible exchange rate? ...
3
votes
0answers
63 views

How should I respond to an IL 2012 “Notice of Proposed Tax Due”?

I received today a "Notice of Proposed Tax Due" for Illinois, alleging: Tax Due: $738.00 Penalty Due: $111.00 Interest Due: $34.00 This seems suspicious to me; I have been meticulous with taxes and ...
3
votes
1answer
91 views

When after a companys IPO date can I purchase shares?

There recently was an IPO, and when I tried to buy shares that day Scottrade prompted me with: Error: Unable to enter the order because the symbol entered is not a Listed or Nasdaq National ...
3
votes
0answers
85 views

Over-payment by ex-employer into 401k

I left my old employer on 3/10/2014, however, I left my 401k there. Today I received an email indicating that they over-paid into my account $500 and that i need to identify which funds I want to ...
3
votes
0answers
53 views

Are there commodity streaming stocks outside of precious metal streams?

Companies like Silver Wheaton rely on purchasing precious metal streams. It seems to make sense that, in addition to any precious metal or metal in general, a company could purchase streams for any ...
3
votes
0answers
66 views

Is the repayment of monies loaned to my company considered income?

I have been working diligently for years to get my business off the ground. I have been funding its monthly operation via my personal funds, each month lending the company (an LLC) just enough to pay ...
3
votes
0answers
98 views

US Citizen Buying Rental Property in Canada

I currently own a few rentals (town homes / condos) in the United States. I pay on average about 1% higher interest because it's not owner occupied. I have friends in Canada. I've been told there are ...

15 30 50 per page