Retirement

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Q&A
Asked by an anonymous user
Answered by Jose Sanchez
Financial Adviser
Absolutely! Generally, you can leave it in the same fund as long as you can find the fund and fund family at the custodian (financial institution) where your IRA Roll...
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Asked by an anonymous user
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
Several factors come into play, but if you are relatively healthy for your age and do not need the additional income as soon as you are eligible, each year you delay r...
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Q&A
Asked by ruben5702
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
Such a tough question to answer, as how much is ever "enough"? Many factors come into play. What types of retirement vehicles have you used to amass your nest egg? ...
Q&A
Asked by Angela
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
That’s a BIG question, and one that is impossible to answer as a blanket statement for the masses, as each individual’s situation is unique. It depends on multitude of...
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