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...
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 Paulmeech
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Hi. There is something called Pension
Guarantee Fund, which may provide you with the
same or reduced pension if your company plan
is discontinued, or fails. The compan...
Ask a pro a question
Have your question answered by a professional