Q&A
Asked by Carla
Answered by James Biasotti
Financial Adviser in Roseville, CA
Financial Adviser in Roseville, CA
Depends if it is a defined Benefit (like a
pension) plan or a defined contribution plan?
(like a 401(k)). Either way you should be able
to get your money. More common ...
Q&A
Asked by an anonymous user
Answered by James Biasotti
Financial Adviser in Roseville, CA
Financial Adviser in Roseville, CA
Some of the laws recently change in the last
month with approval by Congress of the
"Bipartisan Budget Act of 2015" . Because you
are already over full retirement age ...
Q&A
Asked by Goudreaum
Answered by Ronald Omar Flores
Membership Consultant/ Financial Consultant in Alviso, CA
Membership Consultant/ Financial Consultant in Alviso, CA
Hello Goudreaum,
The answer to your
question is There ARE many of them. The first
thing you need to search them to government
consumers website like BBB and etc. Li...
Q&A
Asked by Steffanie
Hi Steffanie, a SEP is an employer sponsored
retirement plan. It is called "Simplified"
because it uses a plan document that provides
for limited options in terms of ...
Q&A
Asked by Carla
Hi Carla, if your medical expenses also
created a disability, then a distribution from
the 401(k) may avoid the 10% penalty if you
are under age 59 1/2. The ways tha...
Q&A
Asked by Erin
Answered by Jeffrey Oberg
Financial And Insurance Advisor in Millbury, MA
Financial And Insurance Advisor in Millbury, MA
Erin, your first RMD (required minimum
distribution) from an IRA must take place by
April 1 of the year following the calendar
year in which you reach age 70½.. For ea...
Q&A
Asked by Alec
Answered by Justin Klein
Registered Investment Advisor (RIA) in Dana Point, CA
Registered Investment Advisor (RIA) in Dana Point, CA
It is always worth paying down as much as you
can. Every dollar you pay down is an
automatic return on investment of the amount
of interest you are paying. Therefore...
Q&A
Asked by Erin
Answered by Kevin Mcclain
Financial Adviser in Tacoma, WA
Financial Adviser in Tacoma, WA
Sorry Erin, but the answer is no.
Contributions would need to be made in a
different IRA.
Q&A
Asked by Erin
Answered by Jeffrey Oberg
Financial And Insurance Advisor in Millbury, MA
Financial And Insurance Advisor in Millbury, MA
Erin, your options will depend on a number of
things, such as your relationship with the
original IRA owner and that person's age. Your
best bet is to talk with a fina...
Q&A
Asked by an anonymous user
Answered by Justin Klein
Registered Investment Advisor (RIA) in Dana Point, CA
Registered Investment Advisor (RIA) in Dana Point, CA
There are many types of bonds and safe is a
relative term. Not all bonds should be
treated equal.
The longer term the bonds
are the more they will be affected by r...
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