Q&A
Asked by mkmimi
Answered by Donald Laymon
Financial Adviser in Bonaire, GA
Financial Adviser in Bonaire, GA
A 702j retirement plan is a retirement
strategy that uses a life insurance contract
to fund retirement. These are also sometimes
referred to as Life Insurance Retireme...
Q&A
Asked by reedta2010
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi reedta2010,
To close an account, the
best way is to contact the brokerage directly
and file the appropriate paperwork.
Now, what
to do with any funds remaining ...
Q&A
Asked by Jonathan
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
Jonathan, To answer your question completely I
would need a bit more information, but a 75%
employer match would make your pre-tax 401(k)
contribution look like a good...
Q&A
Asked by Leah
Answered by Joseph Carbone, Jr.,
CFP® at Focus Planning Group in Bayport, NY in Bayport, NY
CFP® at Focus Planning Group in Bayport, NY in Bayport, NY
Hi Lea great question. The best way to ensure
if you are saving enough for retirement would
be to sit with a Certified Financial Planner
and have a plan designed that ...
Q&A
Asked by kim
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Kim,
You've come to the right person
with this one. Are you looking for cash-flow
or growth? Everyone's situation is different.
Here are some insights from what...
Q&A
Asked by an anonymous user
Answered by Caroline Gerardo
C G Barbeau in Newport Beach, CA
C G Barbeau in Newport Beach, CA
Depends on your tax bracket and state
location. General answer 30 -40% Most take 10
-20% off the top to try and cover what you
will owe. Look at your Federal returns p...
Q&A
Asked by MOMMOMMOM52
Answered by James Barath, CMPS
Certified Mortgage Planner in Crown Point, IN
Certified Mortgage Planner in Crown Point, IN
Without knowing the specific details to your
financial situation, nor the guidelines and
provisions of your pension... you should go
direct to your human resources and...
Q&A
Asked by eclinvest
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi eclinvest
First off- there are more than
"3" things you will need to get serious
investors interested in your business
proposal. Lastly, to get serious investors...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously.
Business Development
Companies (BDCs) provide investors with
exposure to both debt and equity mainly to
small and medium privately held firms. They
ar...
Q&A
Asked by an anonymous user
Answered by Lars Larsen ChFC®
Financial Planner in Burlingame, CA
Financial Planner in Burlingame, CA
It really depends on what your plans are with
that money. If you are looking to spend the
money or make a large purchase within the next
few years, you may want to loo...
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