Q&A
Asked by arscc

Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Arscc, We get this one quite often. Are you a business owner? If not, why not? The most important question you need to answer is, "How much do you need and when ...
Retirement Investing & Retiring IRA
Q&A
Asked by an anonymous user

Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
In box #7 on the 1099R, what is the code? Should be G or H. If not, contact your broker https://www.irs.gov/instructions/i1099 r/ar02.html#d0e1685 https://www.ir...
Taxes IRA
Q&A
Asked by Leslie

Answered by Kirby Thomas PRO+
Online Life Insurance Comp in San Diego, CA
Hello Leslie, Short version: yes, your policy is still the same. More detail: when life insurers stop selling life insurance for a number of reasons (such as when...
Insurance Companies Insurance Investing & Retiring Jobs IRA
Q&A
Asked by kim

Answered by Dave Bradley
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...
Bonds Financial Planning Investing & Retiring IRA
Q&A
Asked by an anonymous user

Answered by Dave Bradley
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...
Investing & Retiring IRA
Q&A
Asked by an anonymous user

Answered by Dave Bradley
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...
Investing & Retiring IRA
Q&A
Asked by an anonymous user

Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
Hi - No question your first step should be to build a retirement income roadmap. As a complimentary service we can help you build it so you can evaluate your options....
401(k) Pensions Investing & Retiring IRA Annuities
Q&A
Asked by Erin

Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hey Erin, Thanks for another good question. Yes, IRA contributions are based on Modified AGI, and filing status, other retirement plans, and earned income are some ...
Investing & Retiring IRA
Q&A
Asked by Derrell

Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi dhuff78181 Can you please elaborate on what you mean by "best investment?" Our group prefers to invest in what we understand and we look for an acceptable ROI. ...
Borrowing Investing & Retiring IRA
Q&A
Asked by Erin

Answered by Robert Henderson
AAMS® CDFA® in Mystic, CT
There are some very specific rules (so please consult an advisor) regarding Inherited IRA's, but generally speaking you have three options: 1. Take distributions ov...
Investing & Retiring IRA
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