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?
Comments