IRA
Results 51-60 from 272 articles
Seeking a Female OB GYN
Answers
- Hi M., same person as the hair question? Any way I like Dr. Barbara Schulz ###-###-#### Very straight forward, great nurse if she's not available in the future, ...
- Kay Elledge in Torrance off of sky park. Great doctor. I'm a labor nurse so I work with the majority of themm
- Dr. Latrice Allen is great. very friendly office staff as well. New office in the Sky Park buildings. ###-###-####
Financial Adviser Needed
Answers
- Ameriprise Financial will charge a flat fee .... I think about $500 (though sometimes there's a discount with Costco or American Express Platinum) and Chris gives very...
- I recently transferred my retirement IRA, 401K rollover as well as most of my other financials to an advisor who has become a trusted friend. Young guy, very, very sh...
- Call Dave Ramsey's office!!! They will do what's perfectly best for you and your situation and give you a plan to save money and make sound decisions. www.daveramsey.c...
Accountant to Prepare 2007 Tax Return
Answers
- We use Eilts and Associates. I am pretty particular about which CPA I use (both personal and for my own business) and have used a few others prior to using Eilts. I r...
- Green, Dubin, And Company. ###-###-####... Ira Dubin is the guy to see, I've been using him since about 1992... They're conveniently located on Touhy just west of t...
- If you don't have anything too complicated (nothing more than the usual itemizations and deductions) you could try one of the online tax services. We have used OnLine...
1St Birthday Gift!
Answers
- My MIL used to give the kids savings bonds for their birthdays. Although they didn't get a smile or a "wow" back then, they sure are now, especially since my oldest is...
- Invest in Savings Bonds.
- Probably the best thing you can do is to contribute to a 529 or take one out in his name to help fund college. Unfortunately, it's not the most exciting thing, and i...
401K
Answers
- The employer absolutely has to follow the plan documents as well as IRS regs. This document outlines whether or not loans can be made. You should be able to take the...
- You have every right and you should remove your 401k, especially if you are losing money. Most employers recommend you transfer your 401k if going to another company....
- I am sorry to hear about this. I am by no means an expert but I would try 2 things: 1. stop making contributions if possible; and 2. try to transfer from your current...
Saving Money for Your Child
Answers
- L., You are smart to start early. It is estimated that by 2025 when your son is 18, it will cost $140,000 for him to attend state college for 4 years. Our fam...
- L.,hey my name is N. I have one son and his name is Larson and he is 18 months old.I have been doing the savings bonds for him since he was a newborn.It,s good b/c any...
- I would go with the 529 plan. I'm in Louisiana, and we've already earned $360 (on $5,000) since January. Also, I think the money was tax deductible.
Need Help Figuring Out Where to Put 6 Yr. Olds Money
Answers
- talk to a financial planner. Investment firms. Some could be put in an educational plan, and some into investments or stocks that could grow and complement the educa...
- First of all, check out the Michigan College Fund - they have a matching gift from the state. It has certain requirements and you will have to see if you qualify, but...
- Hi D., My background is in Nutrition and not Finance but I would say put it in a CD in his and your name (call around for the best interest rates-the longer the term ...
Life Insurance
Answers
- Hi K.. Find a good independent insurance agent who can explain all of your options to you. Whole life insurance is more expensive than term life insurance. It may no...
- GOOD question K.- and NO you don't have to purchase term insurance ( that's the kind that only covers for a certain period of time) - you can purchase the other kind -...
- I personally dumped my life insurance at work, for my daughter anyway.It just wasn't really worth the money and we can't afford the extra expense when I only work part...
What to Do with Monetary Graduation Gifts?
Answers
- Hi K., Monetary graduation gifts were originally intended to pay expenses at college. This may or may not be the intention here, but it would be a good idea to save...
- Depending on how much money is received, I'd either contribute to a 529 (if you have one) to go towards her college expenses, or I'd seek the advice of a financial pla...
- I agree with Mimi...i would save them to help her purchase books in the fall. Books are expensive!! I do think it would be okay for her to spend some of it on a nice...
In Need of Financial Relief!!!!!!
Answers
- I use, and highly recommend, Michael Jennings with Cambridge Consulting Group. He's super kind and brilliant with his business sense. He met with me for free (I ...
- He there - I read your note about financial relief and I just thought I would share what our family found as a solution. I started working for Lia Sophia jewelry....
- Thrivent Financial gives free consultations, sort of. I think you can become a member, which is $10. :)