Q&A
Asked by an anonymous user
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
If your wife has not worked at least 40
quarters - ten years - she will have no
benefit in her name, but will be eligible for
a spousal benefit if you have worked for ...
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 Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi,
Are you using the cash within the IRAs
as a down payment?
Check with your IRA
custodian. Is this a self-directed ROTH IRA?
The ERISA regulations can be challe...
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 catsontheplane
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi catsontheplane
We have many friends and
clients that are in this category. Widows or
widowers benefits based on age can start any
time between age 60 and full ...
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, many of our folks who are also
business owners love the self-directed
version.
You can do it yourself or we can
manage it for you. Our focus in on effici...
Q&A
Asked by Bamelmont
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Barbara,
Are you seeking FDIC insurance
on this account? FDIC insurance covers all
types of deposits received at an insured bank,
including deposits in a check...
Q&A
Asked by MOMMOMMOM52
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi MOMMOMMOM52
We have some folks in this
situation as well. Rather than sell you a
product, we prefer to solve the underlying
problem. Always do what is in your ...
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 Barbara
Answered by James Barath, CMPS
Certified Mortgage Planner in Crown Point, IN
Certified Mortgage Planner in Crown Point, IN
Unfortunately, your question is to vague to
give an appropriate response. If you're
serious about investing in real estate in the
state of Delaware, you should seek
pr...
Ask a pro a question
Have your question answered by a professional