Answers Archives

How do I calculate how much money I will need to withdraw to satisfy my RMD? Also I am 68 can I start taking small amounts now that will satisfy the amount I need to withdraw the first year I am required to make a withdrawal?

Marianne Nolte, CFP®

How do you set up an Able account for an adult child receiving SSI?

Marianne Nolte, CFP®

I have 2 401K’s totaling 377,000 dollars, 100,000 in a CD paying 5%, 30,000 in checking and 17,000 in savings, 20,000 in stocks, 9,000 in crypto. My debt is 5,000 dollars and I’m 71 and retired at 70. Would it be wise if I started to take 401K disbursments and at what percentage and time frame? Home is paid off.

paul@id-financial.com

What is one of the best high-paying college majors?

justin@coastalwealthadvisors.com

How long does it take to get out of $80,000 in credit card debt?

justin@coastalwealthadvisors.com

Is it a good idea to have a rental property with negative cash flow? 300K house with $2000 rent and 5% downpayment.

justin@coastalwealthadvisors.com

Is college worth the cost?

justin@coastalwealthadvisors.com

I have 2 401K’s totaling 377,000 dollars, 100,000 in a CD paying 5%, 30,000 in checking and 17,000 in savings, 20,000 in stocks, 9,000 in crypto. My debt is 5,000 dollars and I’m 71 and retired at 70. Would it be wise if I started to take 401K disbursments and at what percentage and time frame? Home is paid off.

justin@coastalwealthadvisors.com

When my spouse dies and I no longer have his social security for income, would I be eligible for survivor benefits?

joseph.carbone@focusplanninggroup.net

Skip to toolbar