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9 views

Taking out a 401K Loan vs. Liquidating Investments - what's better?

Let's assume the following: I need $50K for various expenditures (aka simply spending, not paying off CC debt or putting the money somewhere else). I can either liquidate regular taxable investments ...
0
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0answers
8 views

Strategies For Generating 25-Year Revenue Stream (Instead of Mortgage Down payment)

I'm about to buy a house. Interest rates are low and I think it might make sense to invest the money I have, instead of buying cash/making a large down payment. I expect to live in this house for 25 ...
0
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1answer
12 views

How to pay taxes on single owner LLC

I have a LLC with one employee on Corp 2 Corp. The job pays 100k and the employee makes 70k. I am the only member of the LLC and I read somewhere that the IRS treats one-member LLCs as sole ...
-1
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0answers
22 views

How easy is it to bootstrap a business that acts as a financial middleman for customer-to-customer transactions?

Background Most small businesses sell services/goods directly to customers (or other businesses). I would imagine starting one of those businesses just consists of opening an ordinary merchant bank ...
0
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1answer
20 views

What do the green and red volume tags on the Yahoo Summary Chart mean?

When I go to the Yahoo Finance Summary page and look at the chart and hover my curser over the volume, a red or green tag will appear on the right side. If the tag is red, it indicates that the price ...
3
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1answer
119 views

How to rebalance a portfolio in a taxable account

I hold ETFs in a regular brokerage fund that is not tax shielded. I have about 20,000$ in VT, 6,500$ of that is profit. I wanted to swap VT with VEU. Are there any financial instruments that I could ...
1
vote
1answer
17 views

What is holding date for Mylan stockholders since the merger with Viatris?

Is the holding date, in regards to either short term or long term sale, the closing date of the merger or the original purchase date for a Mylan stockholder in the Viatris merger?
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2answers
125 views

What is the US subprime crisis of 2008? [closed]

I have heard that after the US subprime crisis of 2008,particularly a lot of people were pointing fingers at the Economic policymakers. I am not really familiar with why it is so, a detailed ...
0
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0answers
32 views

Refinancing from abroad

We are American citizens living abroad who are trying to refinance our US investment property. Running into same issues from various lenders: either they won’t refi because it’s not our primary ...
3
votes
1answer
35 views

Current state of 3-D Secure / Verified by Visa acceptance in USA / Canada?

In the EU, 3-D Secure is more or less a must have and all credit card payments done online are secured by that what reduces fraud to nearly zero. I know that in the past 3-D Secure (or Verified by ...
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0answers
13 views

How is excise collection different from that of GST?

Both of them are indirect tax it seems. How are GST and excise collections different from each other?
0
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1answer
33 views

W4 - Questions on Tax Withholding Estimator

Both my husband and I (married and filling taxes together) just moved to the US and starting jobs in a week. In both jobs they have asked us to fill the W4, and I've filled the Tax Withholding ...
1
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1answer
33 views

When exactly can someone collect Employment Insurance benefits (EI) in Canada?

When is a Canadian eligible for EI and likely to get it? To my understanding it depends on: how much money they are making if they have paid into EI from previous work how their last job ended The ...
-1
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0answers
41 views

How to create Bollinger Bands [closed]

where can I see Bollinger Bands for apple and other stocks without paying for it? Thanks
2
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1answer
69 views

How to calculate capital gains on multiple trades of the same stock?

I'm curious what is my capital gain for tax purposes if I trade a security and never sell my entire position? Here's an example of what I mean: In January, I buy 10 shares of Stock A at $1 per share. ...
0
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0answers
20 views

Equity crowdfunding fees & P&L statement? [closed]

We managed to raise fund via equity crowdfunding campaign and almost 25% went as cost (site commission, lawyers cost,valuation cost, stocks registration fees ... etc) Now my accountant is insisting on ...
1
vote
1answer
35 views

Adjusted Gross Income for TurboTax

In order to file my taxes using TurboTax, I need by AGI (adjusted gross income) for 2019. Since I used form 1040, the adjusted gross income in on line 8b. However, when I downloaded the form, it is ...
0
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2answers
53 views

How to Receive Federal Refund Using TurboTax

In TurboTax, there are two options to receive your refund as show in the below screenshot: I am not sure which option to choose. I have never used CreditKarma before. If I choose the first option, ...
-3
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1answer
118 views

Why are my stocks still down after the nasdaq is reaching alltime highs [closed]

Down more than ever even tho it looks like nasdaq has recovered completely
0
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0answers
15 views

Resources/Books for managing import export business [closed]

Hi I'm looking for resources/books for managing financial aspects of an import/export business. Thankyou
0
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0answers
39 views

IRA contributions income limit

I never calculated my MAGI, but I don't have any student loans, educational expenses or anything like that for that matter. I just claim standard deduction every year. My net income this year is going ...
0
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0answers
40 views

How To Record Accrued Income For An Unknown Amount - YouTube Example

The Question If I wanted to create a YouTube channel for instructional videos, and I wanted to record the income under the accrual method of accounting, what is the GAAP (Generally Accepted Accounting ...
0
votes
1answer
40 views

Why does iShares duplicate ETFs for US and EU (even pre-PRIIPS)?

Why do ETF issuers create near-identical versions of their ETFs for the US and Europe? This seems to have been common long before the current PRIIPS situation. E.g. iShares Core MSCI Emerging Markets -...
1
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2answers
61 views

Can option writers “buy to close” if holders refuse to sell?

I am new to option trading. How do we know an option is ITM on the expiration date when the underlying asset price could fluctuate throughout the day? If we short a call/put, understand that we &...
0
votes
1answer
14 views

What is the relevance of price-time priority when each stock trades on many stock exchanges?

The majority of stock exchanges seem to arrange limit orders by price-time priority. This makes sense when each stock trades on only one stock exchange. If my limit order is the first in line on that ...
2
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0answers
36 views

Do customer orders have higher priority than market makers' orders in the US OTC stock market?

In the US OTC stock market, do customer orders have higher priority than market makers' orders? For example, a market maker is bidding on stock S at $10 for 100 shares. Assume that this is the highest ...
0
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3answers
221 views

If I have 10 BTC in total and zero fiat, how can I calculate how long can I “burn” my BTC for my survival?

A naive approach would be to take the current Bitcoin price times 10 and then divided by 12 divided by 50. That would currently get me to a little over a thousand USD monthly for 50 years, assuming ...
0
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2answers
72 views

Is there a proof that tax lot optimizer is really optimal?

Sites like TD Ameritrade offer a specific lot method of recording capital gains that claims to be most efficient. Such as using the following order: Short-term loss– descending order by cost per ...
-2
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0answers
38 views

What is the difference between nifty and sensex? [closed]

I know that both of them are indices to predict the market but how are they different in their own way?
12
votes
1answer
4k views

Why am I being under taxed on a part time job?

This is my friend. But for ease I will be referring to me. In 2020, I began a part time job stocking shelves starting in August. At the end of the year, I received my W-2. My compensation was $1800, ...
-3
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1answer
156 views

On creating a new bank account for “sugar payments” [duplicate]

Recently, I became a sugar baby and found a daddy who wants me to create a new bank account for him to send money to. He doesn’t want to use a cash app because he has been scammed in the past. Is ...
-7
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0answers
57 views

If paying tax is a 'duty' who placed that 'duty' upon I? People asking the wrong questions [closed]

Here is my understanding, without a SS card none of the fifty state(S) within the "United States of America" will allow an individual to get a 'driver license' (contract). Without a driver(s)...
0
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0answers
15 views

Distinction between ROCE formulas

I am interested in the distinction in the following formulas for ROCE. The first one is from Financial Management for the academy profession program by L. Hansen, T.R. Jensen, and M. Dalboge. But ...
0
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1answer
39 views

Are returns from secondary capital market funds (stocks and bonds) a form of unearned income? [closed]

If I own a bunch of market funds which hold securities from secondary capital markets (stock and bond markets), am I partaking in unearned income/economic rent? Let me clarify what I my question is ...
1
vote
1answer
20 views

FBAR reporting: how to report fund investments made at a local foreign bank

I have some investments in Bradesco in Brazil and need to report them on FBARS. However, I'm not sure how this is done for two reasons. 1) These investments all go through my main Brazilian checking ...
0
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1answer
140 views

How should money sitting idle in a bank account be invested? [duplicate]

I've been working for a couple of years still living in my parents home with no outgoings, meaning all my money goes straight to the bank. I've saved around £30'000+ but I'm unhappy with money sitting ...
1
vote
2answers
58 views

Should I consider the bid-ask spread as part of the transaction cost of a market order?

When I place a market order or marketable limit order that successfully executes, should I consider the bid-ask spread as part of the transaction cost of my order? The bid-ask spread is appears to be ...
1
vote
1answer
28 views

Wash sale clarification on options trading

If I buy deep in-the-money put options, and sell not so deep in-the-money (higher strike priced) put options and if both expire worthless, will I not be allowed to deduct the loss incurred from the ...
0
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3answers
100 views

How can TINA possibly explain the U.S. stock market rally in 2020, when U.S. interest rates before Jan 2020 was < 2.3%?

Many famous economists Then there is the "there is no alternative" theory, aka TINA. It basically says that with interest rates so low, stocks are the only moneymaking game in town. ...
3
votes
1answer
51 views

Medical transportation expenses (mileage) for an elderly relative

We have driven an elderly relative to her medical visits, because she cannot drive herself, and needs help communicating with medical staff. She is not our dependent, however. We have a Health Savings ...
0
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1answer
41 views

I paid my CC payment on it's due date and it states posted but no money has yet to come out of my bank account, is my payment still on time?

So I paid my CC payment on the date it was due which was a Saturday. My CC payments state that the transaction is "posted" and no longer processing which is great but, no money has left the ...
2
votes
1answer
117 views

How does 401k loan default after you left your job?

I'm trying to find some basic answers here but having a very hard time. I have a job currently and I'm about to lose it. I have pulled out a 401k loan and paying it back through the payroll deduction. ...
-1
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0answers
28 views

The impact of a devaluation of the national currency under a fixed exchange rate system [closed]

I would really be thankful if any of you could check my answer to the following question. Question: Describe, using the IS-LM-BP model, the impact of a devaluation of the national currency under a ...
1
vote
2answers
71 views

Can long-term assets ruin the balance in the balance-sheet?

I'm coming from non-accounting and non-finance backgrounds. I need help in form of understanding through a question. I want to ask about something related to the balance of a balance-sheet. ...
0
votes
1answer
26 views

What is the delivery time of the underlying stock on an option and what is the process?

I am new to option trading. I would like to know: For US options, what is the time frame for the underlying stock to be delivered once the call/put is exercised? If sell a call and I am unable to ...
0
votes
0answers
29 views

How prices in stock market changes in accordance with demand and supply [duplicate]

Let's assume there is a listed company x. Currently it has 100 shares issued to trade in free float market. Current price of stock is let say 10. Now please let me know if I purchase one share of ...
0
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4answers
227 views

Why don't countries invest?

As a young person starting work and higher education, there is a lot of advice to begin saving and investing (the most common thing I hear is to invest into a Roth IRA but I'm Australian). Often it ...
0
votes
0answers
14 views

Is there good financial reports sources for Polish stock market? [closed]

I'm looking for good financial reports from Polish stock markets (GPW & NewConnect), I've found some data on [pl] biznessradar.pl & tradingview.com, but sometime they have different number for ...
1
vote
0answers
40 views

Why does a stock exchange need a clearing firm?

I see on wikipedia that "DTCC settled the vast majority of securities transactions in the United States and close to $1.7 quadrillion." OK, so it seems that DTCC is the clearing house that ...
1
vote
1answer
35 views

What is the tax status of assets recovered via bankruptcy proceedings?

Say someone held some non-cash assets (shares, cryptocurrency, etc.) with a third-party business that went bankrupt. They become a creditor in the bankruptcy proceedings, lose access to whatever ...

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