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
Your plan administrator's
compliance department should correct
this.
Excess contributions can lead to
disqualification. If applicable, you could
is...
Q&A
Asked by an anonymous user
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
It all depends on how much money you are going
to invest. Typically, financial advisors
recommend buying 10 individual bonds to
diversify risk. Assuming $25,000 per bo...
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...
Q&A
Asked by an anonymous user
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Social security disability payments are are
not affected by distributions from an IRA.
It
will not reduce your disability income, as IRA
distributions are not conside...
Q&A
Asked by ruben5702
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Such a tough question to answer, as how much
is ever "enough"?
Many factors come into
play. What types of retirement vehicles have
you used to amass your nest egg? ...
Q&A
Asked by Theodore J
If you feel it is true that there are "extra"
social security benefits available, please
list the source of your information here so
that we can take a look at it. Un...
Q&A
Asked by an anonymous user
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Several factors come into play, but if you are
relatively healthy for your age and do not
need the additional income as soon as you are
eligible, each year you delay r...
Q&A
Asked by Angela
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
That’s a BIG question, and one that is
impossible to answer as a blanket statement
for the masses, as each individual’s situation
is unique. It depends on multitude of...
Q&A
Asked by an anonymous user
Answered by Karl Leonard Hicks
CFP® in Riverside, CA
CFP® in Riverside, CA
The simply answer to your question is no. To
make contributions to an IRA an individual has
to have W-2 income.
The follow-up question
is what benefits are you att...
Q&A
Asked by an anonymous user
Answered by Lars Larsen ChFC®
Financial Planner in Burlingame, CA
Financial Planner in Burlingame, CA
You might find numbers floating around out
there with how much you should have saved at a
certain age. While that may be helpful as a
guide, the reality is that everyo...
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