User T. M.

27 votes

Life insurance that covers only simultaneous/dual deaths

answered Mar 14, 2019 at 4:38

12 votes

401(k) cost basis

answered Apr 24, 2019 at 8:04

10 votes

Should I avoid reporting expenses on my tax return in order to have a higher income for getting a mortgage?

answered Apr 10, 2019 at 9:39

8 votes

Will there be more tax deductions if I put the house completely under my name, versus doing a joint ownership?

answered May 14, 2019 at 21:59

6 votes

How can I practically buy bonds?

answered Apr 27, 2019 at 22:59

4 votes

Accepted

Short term life insurance between jobs?

answered Apr 1, 2019 at 8:23

4 votes

Accepted

What do I need to do if I have received a tax refund before I have submitted an amended return?

answered Apr 12, 2019 at 17:43

4 votes

Accepted

Is my house handled differently from other property in my will?

answered Jan 19, 2019 at 0:07

3 votes

How to handle house inheritance planning if one child moves in and adds in-law apartment?

answered Jan 23, 2019 at 23:44

3 votes

Scenarios for a 25 yo finishing a PhD staying in Academia, but hope to invest her $100 K USD

answered Jan 20, 2019 at 23:31

3 votes

Non Tax Deductible funds accidentally put into traditional IRA

answered Jan 22, 2019 at 19:29

3 votes

Accepted

How to prepare for losing employer-provided insurance in my emergency savings?

answered Mar 23, 2019 at 16:52

3 votes

Am I required to amend my tax return if I overpaid my taxes?

answered Apr 29, 2019 at 19:04

2 votes

Accepted

IRA Rollover Past 60 Days Because of Bank Mistake

answered Jun 6, 2019 at 15:58

2 votes

Understanding annuities with respect to Term Life insurance

answered Apr 26, 2019 at 13:23

2 votes

Manual Underwritten Mortgage: Cash Reserve Requirements

answered Mar 28, 2019 at 8:16

2 votes

Does SIPC protection apply if a brokerage doesn't actually purchase securities?

answered Mar 20, 2019 at 19:29

2 votes

Accepted

What jobs to gain knowledge on finance?

answered Mar 16, 2019 at 17:00

2 votes

Accepted

Finding the price of an item years earlier from compound interest, simple interest, or APY

answered Apr 16, 2019 at 23:57

2 votes

What are the limits for 401k and Roth IRA contributions and if I can catch up for the years missed?

answered Jan 23, 2019 at 21:01

2 votes

Use savings for our wedding or use a loan

answered Jan 24, 2019 at 0:13

2 votes

Online 𝘱𝘳𝘰 𝘴𝘦 bankruptcy filing?

answered Jan 20, 2019 at 10:01

2 votes

Bond Mutual Fund Dividend Dropped Dramatically in Dec Why?

answered Jan 5, 2019 at 0:52

2 votes

Products for withdrawing from a home's equity?

answered Jan 15, 2019 at 0:26

2 votes

Accepted

What are the financial implications of merging my wife's bank and investment accounts with mine?

answered Jan 4, 2019 at 6:41

1 vote

Paying for student loans

answered Dec 31, 2018 at 1:56

1 vote

Reduce LLC profits by putting towards spouse's IRA?

answered Dec 31, 2018 at 18:37

1 vote

Are Governmental Roth 457b Distributions taxed if someone still works for the employer?

answered Jan 3, 2019 at 1:52

1 vote

minimum suggested qualifications for tax preparer

answered Jan 24, 2019 at 2:11

1 vote

Math for Portfolio Value Net of Fees

answered Jan 24, 2019 at 20:03

Stack Exchange Network

48 Answers

Life insurance that covers only simultaneous/dual deaths

401(k) cost basis

Should I avoid reporting expenses on my tax return in order to have a higher income for getting a mortgage?

Will there be more tax deductions if I put the house completely under my name, versus doing a joint ownership?

How can I practically buy bonds?

Short term life insurance between jobs?

What do I need to do if I have received a tax refund before I have submitted an amended return?

Is my house handled differently from other property in my will?

How to handle house inheritance planning if one child moves in and adds in-law apartment?

Scenarios for a 25 yo finishing a PhD staying in Academia, but hope to invest her $100 K USD

Non Tax Deductible funds accidentally put into traditional IRA

How to prepare for losing employer-provided insurance in my emergency savings?

Am I required to amend my tax return if I overpaid my taxes?

IRA Rollover Past 60 Days Because of Bank Mistake

Understanding annuities with respect to Term Life insurance

Manual Underwritten Mortgage: Cash Reserve Requirements

Does SIPC protection apply if a brokerage doesn't actually purchase securities?

What jobs to gain knowledge on finance?

Finding the price of an item years earlier from compound interest, simple interest, or APY

What are the limits for 401k and Roth IRA contributions and if I can catch up for the years missed?

Use savings for our wedding or use a loan

Online 𝘱𝘳𝘰 𝘴𝘦 bankruptcy filing?

Bond Mutual Fund Dividend Dropped Dramatically in Dec Why?

Products for withdrawing from a home's equity?

What are the financial implications of merging my wife's bank and investment accounts with mine?

Paying for student loans

Reduce LLC profits by putting towards spouse's IRA?

Are Governmental Roth 457b Distributions taxed if someone still works for the employer?

minimum suggested qualifications for tax preparer

Math for Portfolio Value Net of Fees