BER Financial Group

Financial Advisers in Plantation, FL

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(561) 302-0993
Address
950 S Pine Island Rd Plantation, FL 33322

Answers

Q&A
Asked by John
Answered by Barry Rabinowitz, Financial Adviser in Plantation, FL
There is a big difference. A 529 has special tax rules, whereby if the funds are used for tuition, laptops, etc, all growth can be withdrawn income tax free. Also, in...
Q&A
Asked by Michael
Answered by Linda A. Stortz, CPA, EA in Seminole, FL
You must be asking if you can "make" an IRA contribution, rather than "take" an IRA contribution. No, either one of you must have earned compensation from wages, salar...
Q&A
Asked by CJ
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - The simple answer is to wait at least until you reach Full Retirement Age (FRA) which may be 65 for you. The FRA varies somewhat depending on the year of your b...
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