Special Report on
Personal Finance Questions and Answers
Personal Finance Questions and Answers - Trends
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he world of investing and personal finance can occasionally be perplexing. Often when a specific personal finance question comes to mind, no obvious source for an answer is apparent. Here is a list of practical answers to frequently asked investing and personal finance questions. This quick reference guide is designed to be a "go to source" for answers to your investing and personal finance needs. AAII's Personal Finance area is your key to successful investing. Financial planners are generalists who help individuals delineate personal financial plans with specific objectives, and help coordinate various financial ...
I am a 68 year old retiree. About a year ago, I converted an Individual Retirement Account into a Roth IRA. I reinvest the dividends to help it grow so that I have an ace-in-the-hole later in life. I have three questions: Do I need to wait five years before taking any money out or will I have to pay a penalty? Can I take out the dividends without penalty or taxes? Would I have to pay taxes on withdrawals I make after five years? George W. Rick Shapiro, a certified financial planner and CPA at Epstein & Shapiro in Fort Lauderdale, says the answers are no, it depends and no. For your first ... Read More
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PERSONAL FINANCE QUESTIONS AND ANSWERS
CFP Board's Financial Planning Clinic - Washington, DC, 2008
CFP Board's Financial Planning Clinic - Boston, 2007
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