I am a San Francisco-based investment adviser and attorney.
I opened my investment advisory practice, Borek Financial Management, in 1999, and have been a licensed attorney since 1993.
I received my B.S from Cornell University, and a J.D. from George Washington University Law School.
|Terrance||11/07/15||10||8||10||Thank you for your assistance. Much appreciated .....|
|Kenneth||08/26/15||10||10||10||Thanks for the reply and information!|
|Kenneth||08/26/15||10||10||10||Thanks for the reply!|
|Kenneth||03/09/15||10||10||10||Thanks for the information!|
OK I think I get it now - but again talk this through with your accountant. If you want to open an IRA, you can do so through companies like those you mentioned, where you pay commissions on whatever
Hi Terrance- To simplify this a little - a 401k is a retirement account tied to a job/employer, funded by payroll deductions and employer contributions. You can only use one if your employer offers one
Hi John- Yes you need to report any gain or loss in the year you sell a stock, even if you reinvest the proceeds in another one. With some investments tax laws allow for "like-kind exchanges" that can
Hi Vonnie- You're right, the "I" in IRA stands for Individual. And in general, it isn't possible to set up a tax-advantaged retirement account with someone else - whether you're married or not. But you
Hi Kenneth- Terms like correction or bear market don't really have precise definitions so it's up to whoever is listing the data or using the term. It's easy to add qualifiers like "we're getting close