IRA

Guide  

Guide  

Q&A
Asked by Erin
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Erin, First, check with your CPA and/or tax advisor. The IRS has strict rules for RMD's. Can you elaborate on how you are treating the Inherited IRA? If you are...
Q&A
Asked by kim
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Kim, You've come to the right person with this one. Are you looking for cash-flow or growth? Everyone's situation is different. Here are some insights from what...
Guide  

Guide  

Q&A
Asked by Jonathan
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Jonathan, To answer your question completely I would need a bit more information, but a 75% employer match would make your pre-tax 401(k) contribution look like a good...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi, Are you using the cash within the IRAs as a down payment? Check with your IRA custodian. Is this a self-directed ROTH IRA? The ERISA regulations can be challe...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymous, Most every major brokerage can add check writing to your IRA account. If Self-directed is offered (some do not offer this), it should have no specific...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Certainly, many of our folks who are also business owners love the self-directed version. You can do it yourself or we can manage it for you. Our focus in on effici...
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