Meritage Wealth Advisory, Llc

Headquarters Financial Advisers in Livermore, CA

About

Headquarters
1107 El Rio Ct Livermore, CA 94551

Answers

Q&A
Asked by an anonymous user
Answered by Ken Perine
Certified Financial Planner in Livermore, CA
If you would like to lower your taxes for 2014, you don't have much time left to get that IRA opened before the deadline, which is the date you file your 2014 tax retu...
Q&A
Asked by Zanna
Answered by Ken Perine
Certified Financial Planner in Livermore, CA
Zanna, Congratulations on recognizing the importance of saving for your retirement! Surveys suggest many people aren't doing enough of that, so good for you that you...
Q&A
Asked by Karen
Answered by Carlos Contreras
ChFC® in Aventura, FL
Because of the penalties and added taxes created by a withdrawal if you are under 59 1/2 years old, it really is not to your advantage to remove money from the 401(k) ...
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