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Financial Advisor Q&A

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    Investing, Mutual Funds
October 2016
    IRAs
What will happen to my simple IRA?
100% of people found these answers helpful
1 answer
Jonathan Swanburg
July 2016
    401(k), IRAs, Real Estate
July 2017
    Investing
Can a Golden Cross reverse?
100% of people found these answers helpful
1 answer
R. Bernard Clay
May 2016
    Social Security, 401(k), IRAs
Can I still contribute to my 401(k) while drawing from my IRA?
100% of people found these answers helpful
8 answers
David Rae
Nathan Edwards
Shikha Mittra
Lawrence Sprung
Michelle Buonincontri
last month
    Investing, IRAs, Starting Out
October 2017
    Stocks
2 weeks ago
    Banking
How often does a typical savings bank CD compound?
100% of people found these answers helpful
1 answer
Jeffrey Tilson
August 2016
    Real Estate, Tangible Assets
July 2017
    Marriage / Divorce, Estate Planning, Tangible Assets
September 2017
    Retirement, 401(k)
Can I roll over funds from a 401(k) to a 529 plan?
100% of people found these answers helpful
4 answers
Lawrence Sprung
Rose Swanger
Derek Hagen
Ross Haycock
September 2017
    Real Estate, Stocks, Taxes
2 weeks ago
    Retirement, Pensions, Social Security, Taxes
Do we have to file taxes?
100% of people found these answers helpful
1 answer
John Kvale
March 2016
    Pensions
Can I refuse a pension buyout?
100% of people found these answers helpful
2 answers
Andrew Avellan
John Kvale
March 2016
    Debt, Financial Planning, Personal Finance
April 2016
    Real Estate, Taxes
Can I take another exclusion in 2016 for selling my current condo?
100% of people found these answers helpful
1 answer
John Kvale
May 2016
    Marriage / Divorce, Taxes
May 2016
    Estate Planning, Taxes, Life Insurance
Are Insurance checks paid to an estate via unclaimed funds taxable?
100% of people found these answers helpful
3 answers
Rick Fingerman
Robert E. Maloney
Jeremy Portnoff
July 2016
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