Q&A
Asked by smittylov
Answered by Darius Slade
Health Services & Management in Richland, WA
Health Services & Management in Richland, WA
Hi Smittylov, your question is a good one.
Those applying for social security retirement
that were born 1960 and later, reach full
retirement age at 67. Thus retiring ...
Q&A
Asked by an anonymous user
Answered by Rene Nourse
Certified Financial Planner in El Segundo, CA
Certified Financial Planner in El Segundo, CA
Absolutely! Just be aware that since you will
be using tax free dollars to pay the premium,
you can not claim the premium as a deductible
expense on on your tax return.
Q&A
Asked by Ben Roussel
Answered by David Meyers
Financial Adviser in Palo Alto, CA
Financial Adviser in Palo Alto, CA
The glib answer is simply that you could put
in less. For example, if your marginal tax
rate was 25% and you put $1,000 pre-tax into
the 401(k), your taxes would go d...
Q&A
Asked by stevenjsexton10955
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
If I were in your shoes, I'd have to look at
it in these terms...
If you wait and pay
all of your bills first and then see if there
is anything left over to save or...
Q&A
Asked by ioweinie
Answered by William Buss
Investment Adviser in Woodland Hills, CA
Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to
define your goals, your current financial
picture, your comfort zone, and what risks to
your current finances exist.
Q&A
Asked by knorman1969
Hello knorman1969.
Let's assume that you
have not started to invest at all up to now
but you can see the need for it and you also
have the ability to do so now. Th...
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
Certainly, I can answer this one.
In a
nutshell, there are 4 solutions.
These are
the 3 Financial Planning solutions:
1)
Increase your time, i.e wait another 20 y...
Q&A
Asked by gracie
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Gracie.
Are you needing to invest this
yourself or do you need someone to invest it
for you?
As a starting point (use your own
numbers here):
A $100k portfolio...
Q&A
Asked by beverlycrousept
Answered by Jeremy Bryant
Senior Financial Consultant & Financial Educator in Charlotte, NC
Senior Financial Consultant & Financial Educator in Charlotte, NC
The answer to you question is no. Being a
borrower of any kind is not going to effect
your eligibility for disability. Social
Security Disability is dependent upon ea...
Q&A
Asked by rvferfun
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi,
Thanks for your service. I am USN
retired. We have retirement property in NC.
Near the Parkway. . So, I'm biased on this
being a good idea. There are lots of
v...
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