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Answered Questions from Our Experts
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16.
What happens if the donor for a Uniform Transfers to Minors (UTMA) account is also the custodian and dies before a minor beneficiary reaches legal age according to state law?
not rated
Published: July 28, 2008
17.
What are the pros and cons of investing in individual bonds versus a bond mutual fund?
not rated
Published: July 28, 2008
18.
How long should I keep the Medicare Summary Notices and Supplemental Insurance Summary of Benefits documents I receive in the mail?
not rated
Published: July 28, 2008
19.
If one spouse of a married couple filing a joint tax return retires and starts taking Social Security, will the other spouse's salary count as earned income toward the $13,000 limit before the Social Security payments are reduced?
not rated
Published: July 28, 2008
20.
I purchased an item at a local grocery store. Three days later it went on sale for almost 50% off. I was under the impression that I could be refunded the discounted amount since I purchased the item within 10 days of it going on sale. What are the laws regarding this?
not rated
Published: July 28, 2008
21.
I've been investing in mutual funds for a number of years for my retirement. How do I turn those mutual funds into a regular income stream when I retire?
not rated
Published: July 28, 2008
22.
How long in advance of Medicaid nursing home benefits do real estate and/or financial assets need to be transferred from a parent to a child to be protected from use in nursing home care?
not rated
Published: July 28, 2008
23.
Do you have any good tips for coping with high gasoline prices, especially for people with long commutes?
not rated
Published: July 28, 2008
24.
I have found a Web site that will allow me to enter all of my account numbers so that I can monitor all of them from a single location. Should I provide my personal information and account numbers to this Web site?
not rated
Published: July 28, 2008
25.
Can you suggest how to simplify the maze of information about long-distance rates?
not rated
Published: July 28, 2008
26.
I am 60 years old, and I have very little saved for my retirement. Is it too late for me now?
not rated
Published: May 07, 2008
27.
I have been farming for over 40 years, and I would like to retire. Do you have any information that will help me plan?
not rated
Published: May 05, 2008
28.
I would like to request my free annual credit report via U.S. mail and not by telephone or by typing personal information into a Web site. Is there a special form that I need to use to request my credit report?
Published: May 05, 2008
30.
I heard from a news report that a company will be going public soon. How can I purchase their stock? Do I need a broker, or can I do this online?
not rated
Published: April 30, 2008
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