Most people who want to invest their hard earned money on lucrative financial investments are asking if it is possible to have both individual 401 k loan and continue an employer 401k distribution. The good news is that having the two plans at the same time is definitely possible and allowed. There are no exclusive plan […]
The Roth IRA pension plan from Sense Financial LLC states that no taxes are due on withdrawals and distributions as long as the account owner turned 59 ½ years old. However, there are Roth IRA withdrawal rules applicable to those who take their distribution before reaching the age of 59 ½. Account holders who opted […]
My wife and I both had a combination of several IRA and 401(k) accounts. Those accounts have gone through the roller coaster ride of the economy over the last 10 plus years and we lost significant amount of money, especially back several years ago when the market really started to tank. We just one of […]
Tell us about yourself. My name is Larry Sangiorgio. For the last 15 years, I’ve been practicing law and working as a Realtor. As far as my retirement account goes, I was relatively happy until recently. The market has kind of gotten a little different for me. So in recent years, I’ve not been nearly as […]
Jim Bix was a newlywed when he was diagnosed with an incurable lung disease. While his health remained stable for two decades, his condition finally began to deteriorate, leaving him unable to work. With a wife and two daughters, Jim and his family relied on disability insurance he had through work to help pay for […]
