Q&A
Asked by Chrisitna
Answered by Michael Minter
Financial Adviser in Tampa, FL
Financial Adviser in Tampa, FL
Always take advantage of the Match your
company is providing you. This is FREE money,
so what whatever your company is matching you,
make sure to contribute the maxim...
Q&A
Asked by Heather
Answered by Dennis Gibb
Financial Adviser in Redmond, WA
Financial Adviser in Redmond, WA
Hi Heather, There are a number of options
open to you. First are the IRAs (
traditional, Roth, SEP). The traditional and
the SEP allow you to contribute money which...
Q&A
Asked by Sarah
S
Answered by Saving in WI
Sarah,
Do not put your money in a whole life
policy (cash-value), use any other means of
investing. Use roth IRA, IRA, roth 401k,
403b, etc...
Whole life policies a...
Q&A
Asked by an anonymous user
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
CFP®, CRPC® in Amesbury, MA
Because you have a whole lot of moving pieces,
I strongly suggest that you consider
consulting with a planner, preferably a
fiduciary like a CFP(r) professional and
so...
Q&A
Asked by Ron
Answered by Gregg Himfar
Financial Adviser in Carlsbad, CA
Financial Adviser in Carlsbad, CA
You'll certainly have a tough time retiring on
4% with a 25 year time frame. Why? Your real
rate of return is closer to 2.5% after you
factor in inflation. With suc...
Q&A
Asked by Kamie
Answered by John Cole
Insurance Agent in Indian Trail, NC
Insurance Agent in Indian Trail, NC
Why settle for a 6% return when you can get a
400% return ?
Q&A
Asked by Crystal
Answered by Charlie Donaldson
MBA in Newark, DE
MBA in Newark, DE
Crystal, great question. If you left the
employer, you would just need to transfer the
money into a traditional IRA that would accept
new contributions. If your new ...
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