Retirement Planning

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Should you put your IRA into a trust account or leave it without?

1 answer

Asked about 1 month ago

I quit my job my employer wants me to decide what to do with my 401k. Should I cash it out or roll it over to an IRA?

2 answers

Asked about 1 year ago

What are some good (tough!) questions to ask my financial advisor who is recommending an annuity to me?

3 answers

I am 54, married and have one grown child. I have several different retirement accounts (401k, brokerage accts, etc.), but don’t feel extremely prepared for retirement. My advisor is recommending an annuity, but I’m not convinced. Can someone recommend the right questions I should be asking to determine if this is truly a product I should be purchasing?

Asked almost 2 years ago

What areas do financial planners specialize in?

5 answers

Asked about 2 years ago

What types of clients do financial advisors work with?

6 answers

Asked about 2 years ago

What type of IRA works best for me (Traditional, Roth, Simple)?

2 answers

Asked about 2 years ago

Why is a Roth IRA better than an IRA?

2 answers

A friend of mine was told by his tax advisor to convert his IRA to a Roth IRA, but I am not sure why…what is different and better about a Roth IRA? Is it better for everyone, or just certain types of people?

Asked about 2 years ago

Does opening a Roth IRA help offset a withdrawal of retirement funds?

1 answer

Asked 5 months ago

At 47, should I opt for a rollover or a lump sum payout of my pension?

1 answer

Asked 8 months ago

I am retired and have $450,000.00 which was left to me. What should I do?

1 answer

Asked 8 months ago

Are financial advisors independent or are they required to sell specific products from an investment firm?

7 answers