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Through my company's 401(k) plan, I was able to invest in the parent company's common stock. However, earlier this year after we were sold to another company, the common stock of the original company …

As I understand it, after 59.5 years, any Roth IRA withdrawals incur no tax, provided the account is at least 5 years old. Therefore, if my only income after that age were from Roth IRA withdrawals, …

For the Vanguard mutual funds that do not have a redemption fee, is the minimum amount of time during which the minimum investment must be in the fund 60 days as mentioned here, or is there another pe …

According to this, the minimum needs to be maintained by the balance, otherwise the shares are downgraded in a tax-implication-free manner. You must meet—and maintain**—a minimum investment of: …

Upon turning 59.5, one can withdraw gains from a Roth IRA without penalties and taxes if the account has been held for at least 5 years. Before the 5 years, can the gains be invested in different fun …

Vanguard Admiral shares typically require a minimum investment of $10,000, whereas the Investor shares typically require $3,000. For the lower expense ratio funds, the former have expense ratios of a …

I have a family member who disputed a medical bill she received in April. Essentially, the provider billed for a code that indicated it was a 30-minute visit, instead of 5. Upon receiving the bill, …

I contacted the provider's billing department on her behalf to pay the bill. In doing so, they confirmed they failed to communicate the verdict of their review and their bill-mailing contractor had i …

While I haven't received any of my tax forms for 2017, I can compute the values for each of the boxes based on past experience and available statements and pay stubs. My tax situation is fairly simpl …

@grade-eh-bacon was right. It turns out the culprit was $118 state tax due for 2016 in 2017. Each year, I typically get a federal refund, but owe a bit of state tax, typically, around ~$20. In 2016 …

According to the New York State Department of Taxation and Finance, your service would appear to be exempt from taxes. However, if you are charging for tangible items, those would incur a sales tax.

My parents contributed in the '80s and '90s to my non-retirement mutual funds, which are all SMMIX. The current value is about $98,000. The dividends are automatically reinvested as opposed to being …

The Vanguard website lists the mutual funds in which one can invest when opening an IRA. Some of those funds have minimum investment amounts of $10,000. Since the annual IRA contribution limits are …

Since you are paying taxes on the distributions from your mutual funds anyway, instead of reinvesting the distributions back into the mutual funds, you could receive them as cash, then contribute them …

Assume I have a Roth IRA account and a mutual fund account through Vanguard, and that both of these accounts invest in the same fund. Does the minimum fund balance apply to the Roth IRA and mutual fu …