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Retirement Planning

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2017-03-17 Personal Investment & Financial Planning - Retirement Planning: Social Security:

Hi. Up until recently, the soc sec administration gave you many different options to cusomize your benefits based on your specific situation. However, this rules have now been simplied and options such

2017-03-12 Mutual Funds - Mutual Fund Expense Ratio:

Hi. The expense ratio of mutual funds comes out of performance. In other words, if a fund returns 10% and the expense ratio is .50%, then the net return that gets reported to the investor and the investor

2017-02-28 Personal Investment & Financial Planning - Money Questions:

Hi. Thanks for the clarification.  To answer your question, I doubt that a bank would allow you to use foreign currency as collateral for a loan unless its a bank with foreign operations - which by the

2017-02-20 Retirement Planning - Roth IRA:

You can no longer contribute to a traditional IRA upon the year you turn 70.5. You can contribute to a Roth IRA out of earned income provided you qualify otherwise. Hey, once one turns 70, one's life expectancy

2017-02-18 Retirement Planning - Disabilty benefit to Social Security:

If I get Social Security disability benefits and I reach full retirement age, will I then receive retirement benefits?    Social Security disability benefits automatically change to retirement benefits

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