IRA

Guide  

Guide  

Q&A
Asked by an anonymous user
Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
Hi - No question your first step should be to build a retirement income roadmap. As a complimentary service we can help you build it so you can evaluate your options....
Q&A
Asked by arscc
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Arscc, We get this one quite often. Are you a business owner? If not, why not? The most important question you need to answer is, "How much do you need and when ...
Guide  

Guide  

Q&A
Asked by Erin
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hey Erin, Thanks for another good question. Yes, IRA contributions are based on Modified AGI, and filing status, other retirement plans, and earned income are some ...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi anonymous, A self-directed IRA has the same rules as a traditional IRA. If you are a licensed real estate agent or are you eligible for a management fee? You can...
Q&A
Asked by Derrell
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi dhuff78181 Can you please elaborate on what you mean by "best investment?" Our group prefers to invest in what we understand and we look for an acceptable ROI. ...
Q&A
Asked by Michael
B
Answered by Bob
#1 work with a financial advisor, but certainly not at a bank. #2 roll the portion of your funds you don't want to use into a Qualifying Longevity Annuity Contract (...
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