Q&A
Asked by Michael
Answered by Joshua Koch
Financial Adviser in Lehighton, PA
Financial Adviser in Lehighton, PA
HI Michael! I typically ask the question, Are
you taking the RMD because you want to, have
to, or need to? Your specific situation will
determine where these dollars s...
Q&A
Asked by Lee Muth
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Social Security is based on highest earnings
for 35 years.
Q&A
Asked by Jacqueline
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jacqueline.
Happy birthday and congrats on
investing in yourself. This is the best place
to start.
As an investment manager (IM), the
most important thing I can ...
Q&A
Asked by swh3009
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say,
"They aren't making any more of it." Do you
have the funds available today? Will the land
likely cost more ten years f...
Q&A
Asked by irene
Answered by James Barath, CMPS
Certified Mortgage Planner in Crown Point, IN
Certified Mortgage Planner in Crown Point, IN
Forwarding a certified death certificate with
your name as an heir or sole benefactor often
is satisfactory to provide familial
relationship.
Q&A
Asked by an anonymous user
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Hi,
I do not know how old your husband is,
but the earlier you start saving for
retirement the better. You can start a 401(k)
plan and put away $18,000 per year and...
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 an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymous,
Most every major brokerage
can add check writing to your IRA account. If
Self-directed is offered (some do not offer
this), it should have no specific...
Q&A
Asked by Jackie
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jackie,
Wow, we love these type of
questions. Are you selling a Put or a Call?
I'm assuming you already own the underlying
stock? Is this correct?
Covered Ca...
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