| Subject | Date Asked |
|
| 401K | 10/15/2009 |
Q: I am 75 1/2 and will retire October 30, 2009. I intend to set up quarterly disbursements from my ...
A: If by "qualified IRA" you mean one that can make a charitable non-taxed contribution, yes. But. . . ...
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| Roth variations? | 5/15/2009 |
Q: I have 3 mutuals in a (Janus) Roth worth 15% less than my $22K contributions over 11 yr. No more ...
A: I'm not an investment advisor, I do not recommend any particular investments or even investing ...
|
| 401(k) top heavy distribution | 3/23/2009 |
Q: Our 401k plan at work recently became "top heavy" and I had funds returned. I do not qualify for a ...
A: Quit making so much money! Although it sounds wrong it really isn't. You are trying to cram money ...
|
| Saving Taxes | 9/16/2007 |
Q: I am 65 and mostly retired. I have a small business (Proprietorship - not a corporation) earning ...
A: Did you want to spend the $15,000 or reinvest the $15,000? If you want to enjoy it, the corporation ...
|
| 401k early withdrawal | 1/2/2007 |
Q: I am currently a 3rd year medical student. I am married and recently we had our first child. My ...
A: Are you saying that $6017 is all you need to solve your problems? that once that money is gone, you ...
|
| Convert 401k funds to Roth | 1/30/2006 |
Q: It has been suggested to me that converting some of my 401k funds to a Roth IRA would be a good move ...
A: Let me first apologize for the delay in you receiving this answer. The AllExperts.com Website has ...
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| extra money | 9/30/2005 |
Q: I have an extra 100 a month, should I invest it in a mutual fund or annunities or should I put the ...
A: Well, it is conventional wisdom, to pay off debt before you start investing, since the debt is a ...
|
| IRA | 3/6/2005 |
Q: Rich, My accountant suggested I open an IRA for my wife. I have a few questions before I do. We both ...
A: As a payrolled employee there is very little truly beneficial tax reducing available. Traditional ...
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| Annuities | 10/12/2004 |
Q: Don't know if you have knowledge of these, but if so I wanted to know if a fixed term immediate ...
A: The Annuity must specifically define all of the aspects, including the term, the rate, and any ...
|
| retirement | 10/6/2004 |
Q: I am a 55 yr old postal employee. My wife is a 50 yr old postmaster. I plan to retire within 5-7yrs. ...
A: You have attained a textbook retirement situation. You have reduced your need for income (paying off ...
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| Investment | 8/7/2004 |
Q: Do you think that it is better to pay off your debts (ie. Mortgage) first before investing in a ...
A: The first order of personal finance, is reduce and eliminate debt. If you do that you will be far ...
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| retirement income | 5/25/2004 |
Q: I am 55 trs old. I plan to work 7 more years if my health holds up. I have a 70000 dollar cd about ...
A: I'm not an investment advisory, I don't always make good investments for myself. What I can tell you ...
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