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 Steffanie
Hi Steffanie, a SEP is an employer sponsored
retirement plan. It is called "Simplified"
because it uses a plan document that provides
for limited options in terms of ...
Q&A
Asked by Carla
Hi Carla, if your medical expenses also
created a disability, then a distribution from
the 401(k) may avoid the 10% penalty if you
are under age 59 1/2. The ways tha...
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...
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 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 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 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 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 Debbie
Answered by Michael Gilbert
Financial Adviser in San Diego, CA
Financial Adviser in San Diego, CA
You can setup just about any type of plan and
fund them when you have the money to. For
example you can setup an Individual 401(k) and
fund it at any point during the ...
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