Search found 7 matches

by MrsBDG
Wed Apr 26, 2017 12:56 pm
Forum: Personal Finance (Not Investing)
Topic: EE savings bond complications (owned by parent with dementia, paper, no beneficiary)
Replies: 9
Views: 911

Re: EE savings bond complications (owned by parent with dementia, paper, no beneficiary)

I had a somewhat similar situation, Dad died, Mom continues. I am the trustee of the trust. I went through the conversion to electronic bonds and simultaneously put them into the trust. It was PITA, but not in any complicated way, just that the treasurydirect.gov site and workings caused me to feel ...
by MrsBDG
Fri Apr 21, 2017 2:20 am
Forum: Personal Finance (Not Investing)
Topic: Should I cancel my whole life policy?
Replies: 43
Views: 4032

Re: Should I cancel my whole life policy?

I agree with the above posters, consult Term4Sale.com, they are not agents, but they will give you the names of three agents who work in your zip code. It sounds like the free look refund is not an option, in my experience, companies do refund unearned premium, though it might be prorated based on t...
by MrsBDG
Tue Apr 18, 2017 2:12 pm
Forum: Personal Finance (Not Investing)
Topic: USAA and Haven Life (Mass Mutual) Life Insurance Quotes
Replies: 12
Views: 1164

Re: USAA and Haven Life (Mass Mutual) Life Insurance Quotes

I can affirm that I got my adult daughter a Protective policy w a Hx of exercise related seasonal asthma, preferred best rates.
by MrsBDG
Tue Apr 18, 2017 2:44 am
Forum: Personal Finance (Not Investing)
Topic: USAA and Haven Life (Mass Mutual) Life Insurance Quotes
Replies: 12
Views: 1164

Re: USAA and Haven Life (Mass Mutual) Life Insurance Quotes

Go to Term4sale.com, they aggregate all the companies, they don't sell. They'll give you three local agents to contact, those agents can check your build, their can be a pretty big difference in build charts. The agents ought to be able to advise on the asthma history, too. Presenting it in optimal ...
by MrsBDG
Thu Apr 13, 2017 11:21 pm
Forum: Investing - Help with Personal Investments
Topic: IRS 1116 with foreign earned income & moving back to the states
Replies: 7
Views: 396

Re: IRS 1116 with foreign earned income & moving back to the states

The dates traveling back and forth to the US (interview and prep to move home) don't work out to have the 2555 work in 2016.
by MrsBDG
Thu Apr 13, 2017 10:26 pm
Forum: Investing - Help with Personal Investments
Topic: IRS 1116 with foreign earned income & moving back to the states
Replies: 7
Views: 396

Re: IRS 1116 with foreign earned income & moving back to the states

Yah, yah, I agree, they will do their own taxes from now on, but when the oldest moved to the UK (so tax treaty) I was doing all the kids returns for FAFSA and then it was pretty easy to just do this one with the rest. Now it's complicated enough for me, with experience, that I did not want to dump ...
by MrsBDG
Thu Apr 13, 2017 5:56 pm
Forum: Investing - Help with Personal Investments
Topic: IRS 1116 with foreign earned income & moving back to the states
Replies: 7
Views: 396

IRS 1116 with foreign earned income & moving back to the states

My kid has lived abroad for several years as a student and then working. I have done the tax returns after paying for the initial one to be be done as a guide as to utilizing the 2555. This year the kid has moved home and gotten a US job and does not qualify for 2555, so I am researching the 1116. I...

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