Retirement

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Q&A
Asked by Kathleen
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...
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Asked by Dave
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Dave, It looks like you will have enough income in retirement to cover a new mortgage. The mortgage will provide some deductions for tax purposes. You will have to ...
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Asked by an anonymous user
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
You answered your own question: on the face of it it looks like you will clear enough - or nearly enough - from the sale to pay cash for the new house. It the sale pr...
Q&A
Asked by Boyce
Answered by Cathy Curtis, Financial Adviser in Oakland, CA
Good morning, First off, go back over your last year of credit card and bank statements and create an expense worksheet based on that review. First , focus on your dis...
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