Retirement and Estate Planning Questions

• Investment: What is difference between 401k, IRA, or Annuities for Retirement Planning?

  16 answers | Asked by Dawn B | 2 days ago in Personal Investing, Retirement and Estate Planning

• What are the Most and Least Tax Friendly States?

  17 answers | Asked by Aaron S | 2 days ago in Personal Taxes, Retirement and Estate Planning

• Does anyone have a top rated, trusted CPA for personal finance / tax planning in Orange County, CA?

  13 answers | Asked by Roberta T | 4 days ago in Personal Taxes, Retirement and Estate Planning

• I have a 401k from my last job that I want to get back. Does anyone know how or what I need to do to have them send me the money for it?

  5 answers | Asked by Netty H | 5 days ago in Retirement and Estate Planning

• What are some strategies used for using Universal Life Insurance for long term investment?

  2 answers | Asked by Laurel 'L. J.' J | 5 days ago in Retirement and Estate Planning

• What are the top two or three action items you plan to implement in 2010 to grow your financial advisory practice?

  3 answers | Asked by Josh W | 6 days ago in Retirement and Estate Planning

• Where can I find out about long term care fees planning in Surrey & Hampshire

  1 answer | Asked by Gordon T | 9 days ago in Retirement and Estate Planning

• 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 | 16 days ago in Retirement and Estate Planning

• Estate Tax Repeal in 2010

  10 answers | Asked by Allen R | 16 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 | 27 days ago in Personal Debt Management, Retirement and Estate Planning

• Retirement planning strategy - thoughts anyone?

  11 answers | Asked by Ashish M | 27 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 | 28 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 | 1 month 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 | 1 month 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 | 1 month 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 | 1 month 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 | 1 month 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 | 2 months 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 | 2 months ago in Personal Taxes, Retirement and Estate Planning

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