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Wealthtender
Feb
Jon Lapp Answered question
Pay mortgage or personal loan?
Jon Lapp Answered question
Roth Conversion in 2025 and 2026?
Dec
Nathan Mueller, MBA Answered question
What taxes will I owe on Crypto?
Nov
Nathan Mueller, MBA Answered question
Two properties – Restructuring Debt Options
Oct
Nathan Mueller, MBA Answered question with other activity
Do I pay any taxes on a check from my parents?
Nathan Mueller, MBA
Answered question
Jeff Schlotterbeck
Answered question
Mariner Advisor-Network Asked question
How is high net worth determined for single retiree?
Sep
Jeff Schlotterbeck Answered question with other activity
Federal Employee FERS Rollover to IRA?
Jeff Schlotterbeck
Answered question
Mike Hunsberger, ChFC®, CFP®
Answered question
Nathan Mueller, MBA Answered question
In a hot stock market, how to protect investments?
Nathan Mueller, MBA Answered question
Taxes on Crypto Withdrawal?
Jeff Schlotterbeck Answered question
In a hot stock market, how to protect investments?
Chris Ward, CFP® Answered question with other activity
$5M Roth Conversion in Late 60s
Chris Ward, CFP®
Answered question
Dean Lyman
Answered question
Aug
Jeff Schlotterbeck Answered question
Are there any investment advisors that accept clients with a small investment balance?
Jul
Mike Hunsberger, ChFC®, CFP® Answered question
Best plans to payback my physical therapist student loans?
Nathan Mueller, MBA Answered question
Should I withdrawal from 401k at level to avoid higher tax bracket?
Jun
Nathan Mueller, MBA Answered question
Non-qualified annuity: Lump Sum or Periodic Option?
Julie Bray Answered question
restricted stock given some under RSU-time and VA-time. The RSU was cancelled and I believe reissued under VA-time. Question is why did it reissue for more?
Julie Bray Answered question
Can you work full-time job and collect SS from decrease spouse without penalties of reduction of SS wages from spouse after 62?
Julie Bray Answered question
Can large payout of intellectual property be placed in a trust?
Julie Bray Answered question
I’m 70 and adopting my new wife’s 7-year old daughter in the Philippines. I’m told she gets as much as 50% of my SS through college. Your input?
Julie Bray Answered question
Can bill collectors try to collect my debt from my mom’s bank account if she adds me to it?
May
Julie Bray Answered question
What is one of the best high-paying college majors?
Julie Bray Answered question
Should I adjust allocations in my $1.3M IRA as I near retirement?
Julie Bray Answered question
Should I use my bonus to first pay off credit cards, or the car I’m upside down on?
Julie Bray Answered question
I put tax-free money in an IRA CD and have a question.
Julie Bray Answered question
Old/Small 401k: Transfer or Close?
Apr
Jeff Schlotterbeck Answered question
Should I adjust allocations in my $1.3M IRA as I near retirement?
Mar
Mike Hunsberger, ChFC®, CFP® Answered question
Should I sell investments to pay off credit card debt?