Retirement Planning

Recent Answers

2009-11-06 Accounting, Payroll & Pension Issues - Employer 401(k) Options:

Once you involve an investment advisor he or she will want to be paid for the time involved. And 1-1.5% as a total fee is reasonable. The only way to get lower is to deal directly with the financial institution

2009-11-06 Retirement Planning - Early Retirement:

Dear Richard, The short answer is me. For the record, I am now licensed in seven states. The most recent is Connecticut, this due directly to answering questions at this site. I have answered more questions

2009-11-06 Retirement Planning - Early Retirement:

If she is a do-it-yourselfer, she can read lots of books that discuss retirement income planning. Or if she isn't, she can find someone who has already done that work. There are designations that those

2009-11-06 Retirement Planning - Early Retirement:

Hi Richard, I guess it would really depend on the amount of assets she has and how complicated her needs may be. If she feels that she needs to do some comprehensive planning, she would probably be best

2009-11-04 Retirement Planning - Roll over into real estate:

Hi Keri, Purchasing real estate inside of an IRA requires you to open a "self directed IRA". This is not something I deal with and you would have to find a custodian that handles these. So I probably