Q&A
Asked by spunky.girl316
Answered by MoneyTips Writing Staff, Financial Adviser in Los Angeles, CA
A couple of quick ideas to at least help you confirm whether you received that paycheck already or not would be to check the "year-to-date" amount listed on that check...
Q&A
Asked by an anonymous user
Answered by Karl Leonard Hicks, CFP® in Riverside, CA
Social Security Benefits can be a very complicated issue. There are several factors that determine your eligibility and the others that determine the amount of benefit...
Q&A
Asked by an anonymous user
Have you looked at whether you can claim your mom on your tax return as your dependent--then put her on your insurance plan (as your dependent)? You may want to see h...
Q&A
Asked by Magaly
Answered by MoneyTips Writing Staff, Financial Adviser in Los Angeles, CA
You can use the search feature right here on MoneyTips to find a financial advisor in your area. https://www.moneytips.com/search
Q&A
Asked by frederickagayer
Hello, you can find the form onine here: https://www.ssa.gov/forms/ssa-561.pdf. Then fax or mail into Social Security with proof that your income is lower now than it ...
Q&A
Asked by Joel
Answered by Stephen Hartel, MBA, AIF in Denver, CO
Joel, Yes, the IRS allows you to take the RMD from whichever account(s) you wish, as long as the total is correct. Best regards, Steve
Q&A
Asked by Derrell
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Derrell IRS rules prohibit putting your RMD into another tax-advantaged retirement account. Have you considered converting the remaining portion of your traditiona...
Q&A
Asked by Cortland
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
It may be more helpful for you to think of it as cash flow: "Every month Uncle Sam makes a pension deposit and a Social Security deposit in my bank account of $XX and...
Q&A
Asked by Brett Lyle
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Brett, the key to your answer is in your question, "long term". Any investment or savings decision should be weighed against your particular risk tolerance. In very...
Q&A
Asked by Theresa
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
If you haven't started yet, it will be way more than you want to. What are your likely monthly expenses in retirement? Start with that and work backwards - a compoun...
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