Jim in Lawrence asks: As part of my divorce agreement I owe my
ex-wife $30,000. Can I give her money from my IRA without paying taxes?
Jan in Waltham asks: I'm rolling my pension over to my IRA because
of change in lump sum calculation. We've consulted a financial planner
and are considering placing at least half of the sum in a fixed annuity
and the remainder in investments such as mutual funds and bonds. What's
your opinion of this investment decision?
Ann in Boston asks: My client will be receiving about $60,000 from a
life insurance policy and needs financial planning advice about what to
do with the money. Are there free or low cost financial planners that
could help?
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