Answered on February 16, 2018

Is it true that I can take out my 401k without penalty?

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Answered on February 15, 2018

Hello< I am looking to retire in 4 years, but I would like to find a Financial Planner that knows…

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Answered on February 4, 2018

planning on retirement this fall,have option pension (3900 per mo./reduced to3000 per mo. @age 65)…

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Answered on February 2, 2018

Hi Terry – My husband and I established a HELOC to fund our daughter’s medical school education. She…

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Answered on January 31, 2018

how to?&with who.

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Answered on January 31, 2018

Plans are to retire next year at 62. I currently have my 401 in a 2020 target date fund from voya.

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Answered on January 30, 2018

Hello: My wife and I have different last names; we need to combine two separate trusts into one…

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Answered on January 7, 2018

I’m 62 and receive Social security of $1,243 monthly and I’m receiving a $100,000 cash gift this…

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Answered on January 6, 2018

My wife and I are 62. Holding off on SS until 70. We have about $500k in savings, house paid off, no…

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Answered on December 18, 2017

Are there any benefits other than investment choices to keeping a large 401K balance at a former…

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