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| Expert | Average Ratings | Expertise |
|---|---|---|
AllenU.S.
Available
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Pension questions ONLY. Pension, profit sharing, and 401(k) plan design, installation, administration and actuarial services; rollovers to Individual Retirement Accounts; taxation of retirement plan distributions | |
Shirley McAllister, CPP, PHRU.S.
Available
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I can answer payroll questions, payroll tax questions, 401K questions. No stock option questions please and I have some knowledge of other pensions but am most familiar with the 401K pension. I can answer U.S.and Canada payroll questions proficiently and have a good general knowledge of UK and South Africa and some knowledge of Australia and New Zealand Payroll procedures. Please do not ask me homework questions I do not have time to answer them. | |
Paul Sid, CPA CFAU.S.
Available
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I am a CPA and CFA with more than 20 years of assisting others to address a wide variety of tax and financial issues, including: (a) tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA; (b) starting date considerations for social security benefits and related tax liabilities; (c) computation of book and tax basis, gains and losses on investments, §1031 exchanges; (d) tax benefits and deductions on principal residence, vacation homes, and investment properties; (e) acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation; (f) tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement; (g) review of college funding options and tax attributes; (h) tax computation and investment considerations for fixed and variable annuities; (i) tax considerations relating to gifting by parents and grandparents; (j) tax on employee benefits programs including retirement plans, health insurance, and other benefits; (k) tax on inherited assets including assets, insurance, and other assets.
Paul Sid, CPA CFA
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Arthur NamanU.S.
Available
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General accounting and bookkeeping questions. How to do monthly bookkeeping, how to prepare financial reports. How to reconcile accounts. I cannot answer questions pertaining to pension or retirement planning. This is not a forum to have homework answered. Please do your own homework. |
One thing that is going on right now which does make a difference is the fact that the president passed a payday holiday bill which cut the Social Security amount withheld from 6.2% to 4.2% through the
Hi Christopher, You are correct. 403(b) contributions made to your account represent your assets and not the employer's assets. For employer's contributions, the transfers might not be immediate
Hi Darcy, Thanks for your question. One of the objective in financial planning is to establish an emergency fund. That was not done - but that is water over a dam. In general, I am not fond of
If the money is paid to you - it will be subject to federal income tax, state income tax (if you live in a state that has an income tax) and a 10% excise tax for money received before age 59 1/2. The trustee
Hi Donna, You are very smart in thinking ahead and anticipating potential problems before they arise. Based on my questions, I believe that the IRS is more concern about certain issues: 5. Cash
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