Trending Question and Answers Ask a Question

1 vote
If you are still looking for an answer to this question, "California Estate Law: Wills and Trusts Made Easy: Make Your Own Will, Trust, Power of Attorney Over Financial Affairs, and Advance Healthcare Directive" by Brenda J Edwards JD looks like a book ...(more)
0 votes
Besides the previous comments, there is an assumption made that the two securities' returns are highly correlated with each other. If they are not, it is not statistically correct to depend on beta as a risk measure.
0 votes
Try the Palm Springs Angel List: https://angel.co/palm-springs/investors
0 votes
I personally use Pensco Trust Company. They have great service and wide range of features.
0 votes
When converting any pretax account such as your 457 into a post tax account such as the Roth IRA, you can have the taxes withheld on the transfer. You get to choose the amount that you have withheld, based on whatever % tax bracket you think you will ...(more)
0 votes
Wendell, I'm assuming you're talking about the Sheet Metal Workers' National Pension fund? It's a unique plan and would love to go over the options with you. It depends on a few factors. Feel free to call or email. -Rick Rick.Solt@edwardjones.com 972.239.5630 ...(more)
0 votes
Ennis, Usually, we can call the provider and initiate it. I would be happy to help if I had more info. Rick Solt 972.239.5630 Rick.solt@edwardjones.com
0 votes
Kathy, There is many potential ways to do this depending on circumstances. Feel free to email or call me to go over options. Rick.Solt@edwardjones.com 972-239-5630
0 votes
Hi Wendell, Is your supplemental savings plan setup as a 401(k) or IRA or are you not sure? You will most likely owe taxes on the distributions. You also could most likely do a lump-sum withdrawal but it would probably make more tax sense to draw the ...(more)
0 votes
Hi, I am not 100% sure of your question but if you would like advice on a good, low cost IRA allocation I would suggest firms other than John Hancock or AVX. Would be happy to help. Best Regards, Brewster
0 votes
I would be more than happy to help your situation. It should be an easy solution depending on your 401k plan. Please contact me at 248-766-0070. Thanks, Brewster
0 votes
Did you contact the HR department to see if you have any vested funds?
0 votes
Hi Lenara, I'm sorry for your difficult situation. If your firm does not have an HR dept. you should let the owner know that wish you wish to distribute the full balance of your 401(k) to yourself and create a taxable event. There is a small chance that ...(more)
0 votes
Good Morning Wendell! Possibility...It depends what type of account and investment it is. I would love to help look at it for you and go over your options. Feel free to email or call. Rick Solt Rick.Solt@edwardjones.com 972.239.5630
0 votes
It depends on what you're looking to accomplish (you want the money for a short-term need, long-term need, looking for income, etc.). I would love to go over what would work best for you. Please feel free to call or email me. Rick Solt, AAMS, AWMA 972.239.5630 Rick.solt@edwardjones.com
  • posts per page
  • 15