Q&A
Asked by an anonymous user
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Upvote 13
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I don't see anyone here mention that
collecting SS @ 62 and continuing to work will
cause a takeback of the SS benefits. For
every $2 of earnings over the threshold o...
Q&A
Asked by Greg
Hi -
It depends on how your 401k is set up
if you can even buy individual stocks. Most
401k plans allow only choices from a menu of
mutual funds. Many large emplo...
Q&A
Asked by an anonymous user
I actually believe in many cases that
investing in very low cost index funds on a
fully taxable basis yields better results than
investing in an annuity. The reason i...
Q&A
Asked by an anonymous user
Hi -
You will need to check with the
Administrator of the 401k plan to determine
your options regarding a hardship withdrawal -
not all 401k plans allow hardship with...
Q&A
Asked by Jim
Jim,
You may want to defer taking Social
Security until later (age 70) if you do not
need the income now. Your benefits will
increase by as much as 25%. In addition...
Q&A
Asked by yancy
Hi Yancy! It pays to take a look at what your
employer plan offers. On the plus side, the
money comes out of your paycheck
automatically, so it's super easy. You can
c...
Q&A
Asked by lisa
Answered by Christopher Nesbitt
Insurance Agent in San Clemente, CA
Insurance Agent in San Clemente, CA
This is an excellent question, Lisa, and one
which more 27-year-olds should be asking,
especially since there are no guarantees that
Social Security will be there for ...
Q&A
Asked by Warren
Answered by Walter Ramos
Insurance Agent in san jose, CA
Insurance Agent in san jose, CA
You have made the right decision on funding a
Roth. however, consider contributing to an
emergency fund in a Mutual Fund or Money
Market account. Further, procure to b...
Q&A
Asked by an anonymous user
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Upvote 13
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Hello! Unfortunately, there isn't a
one-size-fits-all answer but I'll provide some
guidance to help you decide.
If your
401(k) has a company match, you should
abso...
Q&A
Asked by Robert
A 401k is an employer sponsored plan and the
guidelines for employee investments are
limited by the plan. If you really want to
invest in real estate and it is not an...
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