Retirement Planning

Recent Answers

2009-11-19 Personal Investment & Financial Planning - Former Employer Pension:

Hi. It depends on what type of plan it is. If it is a 401k/Profit Sharing, then yes, you can cash it out. If it is a defined benefit pension, or other type of pension, then maybe not as some of these types

2009-11-19 Personal Investment & Financial Planning - personal investment:

Hi. The financial answer to your question is it depends on whether or not you feel you can invest the $$ that would be used to retire your debt and earn more on it than the cost of the loan(s). If yes

2009-11-19 Personal Investment & Financial Planning - personal investment:

Grady Fine to knock off the car debt. I'd let the med school debt ride while it is still deductible for you and even when it isn't , 3.2% is pretty good. I usually don't recommend paying off a mortgage

2009-11-19 Personal Investment & Financial Planning - 61 and Inheritance Investments:

Hi. This is a difficult question to answer as there is no "best" place to invest that applies to everyone. The best way to invest depends on each persons unique goals, risk tolerance, financial situation

2009-11-19 Mutual Funds - joint mutual:

Hi. This is a tricky situation as it appears your social security # is the first and main one listed on the account so therefore all tax related activity is being reported to you; is this correct? Technically