Crimmins Wealth Management, LLC

Headquarters Financial Advisers in Woodcliff Lake, NJ

9
answers
17
Articles

About

Contact

Click for phone number

(201) 785-7660

www.crimminswm.com

Headquarters

50 Tice Boulevard Suite 340 Woodcliff Lake, NJ 07677

Answers

Q&A

Asked by Kathleen

I already have an IRA. Should I look into a Roth IRA as well.

Answered by Dan Crimmins, Financial Adviser in Woodcliff Lake, NJ

Kathleen - It is great that you are saving for your retirement. The difference between a Roth IRA and a traditional IRA is when the tax is due. When you contributed...

Investing & Retiring Retirement Taxes IRA

Q&A

Asked by Judy

After losing money in the stock market, I rolled over a retirement account into a short-term CD. I am 69 years old, still employed full-time. How do I find the best rates for this type of CD?

Upvote 8
Answers 3

Answered by Martin A. Smith, CRPC®, AIFA® in Bowie, MD

Hi Judy, The best way to find CD rates is to contact a financial advisor who can provide you with a list of CDs with financial institutions (banks and brokerages) t...

CDs Investing & Retiring Retirement

Q&A

Asked by Tony

I'm 23 and single, should I buy life insurance?

Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA

Tony, If you think that you may ever need life insurance to help provide for our family then getting started sooner rather than later will help to create a lower prem...

Life Insurance Insurance Other Investments