Sun Group Wealth Partners

Financial Advisers in Irvine, CA

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Address
3 Park Plaza, Suite 120 Irvine, CA 92614

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Q&A
Asked by John
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
I like rolling old 401(k)'s into one IRA, because it's easier to manage and keep track of. There are other reasons you may, may not want to do this, and it's best to b...
Q&A
Asked by Martha
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
Hi Martha, Thanks for the question. In order to utilize 529 funds for higher education purposes, the IRS does want to make sure that you are attending school at least...
Q&A
Asked by Brady
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
Michael did an excellent job answering this question. You may want to take advantage of this change to also update your retirement plan. Since two of the above three o...
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