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Can I Take Tax-Free Withdrawals From An Annuity?

QUESTION: I'm a 66 year old single female, self-employed real estate agent. Filing my taxes for 2008, I discovered that an annuity I cashed in after losing most of its accumulated value since 1994, sent me a 1099 for the...


Figuring Taxable Gains on Mutual Funds

Question: In 1995 I purchased shares of a mutual fund for approximately $45,000. Current value of the fund is roughly $90.000. I would like to sell this fund and invest in another. The fund is not tax deferred. My question...

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