My credit is not strong enough to buy a home. However, I have more than enough money in my 401K to purchase the home that I am interested in. Is it advisable to withdraw from my 401K to purchase the home?

July 25th, 2023

Do all green card holders have to file taxes in the USA apart from their home country, and what is the income threshold when they don't have to pay taxes? The income streams are 1. dividend from stocks, 2. long term gain on sale of stock, and 3. short term gain on sale of stocks.

June 5th, 2023

What distribution code should be entered on the 1099R for the taxable portion of a surrendered life insurance policy, taken at age 60?

February 12th, 2023

How much can a business owner, who is also an employee on his business' payroll, contribute to his company's SIMPLE IRA?

May 31st, 2023

How much can a high wealth matriarch gift to her children in 2015, considering she had previously gifted up to $5M per child, and how should this be reported on Form 709?

May 20th, 2024