Q&A
Asked by Elaine
Answered by Michael Gilbert
Financial Adviser in San Diego, CA
Financial Adviser in San Diego, CA
Your first step should be to check with your
employer to see if they have a retirement plan
in place. i.e.401(k). SEP, or Simple plan.
These plans allow you to save fo...
Q&A
Asked by Beverly
Answered by James Kinney
Financial Adviser in Bridgewater, NJ
Financial Adviser in Bridgewater, NJ
There is no shortcut to doing a thorough
financial plan. Sure, there are rules of
thumb, such as spend no more than 4% of your
assets per year in the first year of
re...
Q&A
Asked by Carla
Answered by James Biasotti
Financial Adviser in Roseville, CA
Financial Adviser in Roseville, CA
Depends if it is a defined Benefit (like a
pension) plan or a defined contribution plan?
(like a 401(k)). Either way you should be able
to get your money. More common ...
Q&A
Asked by Goudreaum
Answered by Ronald Omar Flores
Membership Consultant/ Financial Consultant in Alviso, CA
Membership Consultant/ Financial Consultant in Alviso, CA
Hello Goudreaum,
The answer to your
question is There ARE many of them. The first
thing you need to search them to government
consumers website like BBB and etc. Li...
Q&A
Asked by Erin
Answered by Kevin Mcclain
Financial Adviser in Tacoma, WA
Financial Adviser in Tacoma, WA
Sorry Erin, but the answer is no.
Contributions would need to be made in a
different IRA.
Q&A
Asked by an anonymous user
For an investor with a long term time horizon,
such as investing for retirement, mutual funds
can provide a diversified portfolio. Because
mutual funds are investment...
Q&A
Asked by an anonymous user
Answered by Justin Klein
Registered Investment Advisor (RIA) in Dana Point, CA
Registered Investment Advisor (RIA) in Dana Point, CA
There are many types of bonds and safe is a
relative term. Not all bonds should be
treated equal.
The longer term the bonds
are the more they will be affected by r...
Q&A
Asked by Erin
Answered by Jeffrey Oberg
Financial And Insurance Advisor in Millbury, MA
Financial And Insurance Advisor in Millbury, MA
Erin, your options will depend on a number of
things, such as your relationship with the
original IRA owner and that person's age. Your
best bet is to talk with a fina...
Q&A
Asked by Britt
Answered by Karl Leonard Hicks
CFP® in Riverside, CA
CFP® in Riverside, CA
It is never too early to start saving for
retirement. My son had an IRA since before he
was out of high school. If we all save a
minimum of 10% of our income from the ...
Q&A
Asked by Alec
Answered by Justin Klein
Registered Investment Advisor (RIA) in Dana Point, CA
Registered Investment Advisor (RIA) in Dana Point, CA
It is always worth paying down as much as you
can. Every dollar you pay down is an
automatic return on investment of the amount
of interest you are paying. Therefore...
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