Q&A
Asked by an anonymous user
Answered by Robert Henderson
AAMS® CDFA® in Mystic, CT
AAMS® CDFA® in Mystic, CT
The Social Security Leveling Option can make
sense in certain situations. However, there
can be some drawbacks to using the Social
Security Leveling Option. Obviously,...
Q&A
Asked by Kira Hamoudeh
I am a disabled mother of 3 taking care of my disabled mother. Is there any way for me to get ahead?
Answered by Darius Slade
Health Services & Management in Richland, WA
Health Services & Management in Richland, WA
Hi Kira, I'm guessing what you mean by "to
get ahead" is financially? Social Security
serves as a social safety net. Because you and
one child receives some type of ...
Q&A
Asked by an anonymous user
Answered by Steven Etimos
Insurance Agent in West Islip, NY
Insurance Agent in West Islip, NY
To answer your question correctly one would
need additional information such as your age,
are you employed and if so does your employer
offer a retirement plan. As for...
Q&A
Asked by an anonymous user
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
Financial Adviser in Los Angeles, CA
Futures are considered a more advanced
investment strategy, you would do best to talk
to a financial advisor you trust to help
educate you and advise you on where to b...
Q&A
Asked by Jane
Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
President, Carlson Wealth Management in San Diego, CA
Unless you've reached your retirement goal you
should want to continue to grow the value of
your investments, however, as you get closer
to retirement it becomes more ...
Q&A
Asked by Lee
Answered by David Wasson
Insurance Agent in Rohnert Park, CA
Insurance Agent in Rohnert Park, CA
I would ask you first, is the 401(k) your only
way to pay for the hybrid? 401(k) money can
be expensive since it is normally 100%
taxable. Next I would ask if the lo...
Q&A
Asked by mkmimi
Answered by Donald Laymon
Financial Adviser in Bonaire, GA
Financial Adviser in Bonaire, GA
A 702j retirement plan is a retirement
strategy that uses a life insurance contract
to fund retirement. These are also sometimes
referred to as Life Insurance Retireme...
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 Erin
Answered by Ebrahim Rad
LUTCF , CLTC , MDRT in Woodland Hills, CA
LUTCF , CLTC , MDRT in Woodland Hills, CA
Yes, you need to be 65 years old and you will
receive 50% of what your husband received. You
can do it at 62 but you will loose your choice
completely and it isn't wor...
Q&A
Asked by trish
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Congratulations on making that decision! Too
many people just blow their refunds. I would
say the first step is to speak with a
qualified Advisor who will educate you ...
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