Retirement and Estate Planning Questions

• What options for saving for retirement do non-US-citizens working in the US have? Do 401k or IRA accounts make sense?

  1 answer | Asked by Ralf J | 3 days ago in Retirement and Estate Planning

• Estate Tax Repeal in 2010

  10 answers | Asked by Allen R | 3 days ago in Retirement and Estate Planning, Tax Law

• Can you save money on your car loan with compound interest?

  10 answers | Asked by Paul Z | 14 days ago in Personal Debt Management, Retirement and Estate Planning

• Retirement planning strategy - thoughts anyone?

  11 answers | Asked by Ashish M | 14 days ago in Retirement and Estate Planning

• What are the best gifts (novel and not-so novel) that you might give to retirees. Any suggestions?

  25 answers | Asked by Robert P | 15 days ago in Using LinkedIn, Retirement and Estate Planning

• I need a Hard Money Lender in FLorida for a 58% LTV

  2 answers | Asked by Nathan D | 20 days ago in Retirement and Estate Planning

• Does any estate lawyer here have a suggestion for handling a $3M estate of a 76 yr. widow with all in an IRA, in WA state which taxes highly estates over $1M? Roth Conversion followed by?

  12 answers | Asked by Victoria J. P | 24 days ago in Tax Law, Retirement and Estate Planning

• This is for anyone that has ever been totally satisfied with the services of a financial professional of any type. What happened that made things go so well for you? Was it something you saw, something you heard or something you felt?

  30 answers | Asked by Marvin "Coach" P | 25 days ago in Wealth Management, Retirement and Estate Planning

• looking for tax guidelines on all from pension contributions to LTC guidelines best source?

  1 answer | Asked by peter A | 25 days ago in Retirement and Estate Planning

• If you have first hand experience with a Self-Directed IRA, is there a custodian you would recommend?

  9 answers | Asked by Brook M | 28 days ago in Retirement and Estate Planning

• Can anyone provide me with a sample "401k Plan Resolution Document"?

  6 answers | Asked by Crystal P | 1 month ago in Retirement and Estate Planning

• Reverse Mortgages carry many misconceptoins with them. Why are people so misinformed and how can we change these misconceptions?

  8 answers | Asked by Sean M | 1 month ago in Retirement and Estate Planning

• How is ETF better than Mutual Funds?

  7 answers | Asked by Sandip C | 1 month ago in Retirement and Estate Planning, Personal Investing

• Have Housing Prices Motivated You to Buy?

  9 answers | Asked by Michael C | 1 month ago in Personal Real Estate, Retirement and Estate Planning

• Has the current economic climate affected your savings rate and/or retirement approach?

  8 answers | Asked by Susanne P | 1 month ago in Retirement and Estate Planning, Personal Investing

• What behaviors have you changed after the 2008 panic?

  5 answers | Asked by Rob S | 1 month ago in Personal Investing, Retirement and Estate Planning

• What is a key step for homeowners to take in preparing their home for potential buyers?

  5 answers | Asked by Virginia C | 1 month ago in Retirement and Estate Planning

• Can you place an IRA inside a trust as a means of shielding it from spend down requirements for Medicaid reimbursement?

  12 answers | Asked by William W | 1 month ago in Personal Taxes, Retirement and Estate Planning

• How to fight off a 19% increase in monthly fees for a retirement home community?

  2 answers | Asked by Guy L | 1 month ago in Regulation and Compliance, Retirement and Estate Planning

• How big is the Life Insurance policy market for those who uses it as an estate planning tool?

  7 answers | Asked by Toni B | 1 month ago in Retirement and Estate Planning

• I am seeking insight into how a market segment prefers to be contacted and what types of messages most resonate with them.

  2 answers | Asked by Jordan F | 1 month ago in Accounting, Retirement and Estate Planning

• My mother-in-law just passed away. She made me executrix of her will. What do I do now?

  8 answers | Asked by Ruth L | 1 month ago in Retirement and Estate Planning

• Do you know of anyone with expertise in senior-related topics who wants radio exposure?

  18 answers | Asked by David K | 2 months ago in Retirement and Estate Planning, Health Care

• 401K vs Roth IRA vs other retirement savings..

  10 answers | Asked by Shekhar G | 2 months ago in Retirement and Estate Planning

• Can Benefits of a Long Term Care Insurance Policy Last Longer than the Benefit Period?

  6 answers | Asked by Aaron S | 2 months ago in Retirement and Estate Planning, Compensation and Benefits

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