Answers from Top Financial Advisors

Peter Cacioppo Level 13
Donate appreciated stock from your normal brokerage account (not your retirement account).
7 hours ago
A SEP-IRA does allow you to contribute more towards your retirement than a "normal" IRA. You can contribute up to 20% of your adjusted net income (from the business) or $52,000 whichever is less. It is a good ...(more)
8 hours ago
I agree with Curt about your allocation but even better would be an education in how the markets works. As well, you should look at what you need the money for, is it soley for retirement? If so, then I think you can probably ...(more)
2 days ago
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