Latest Questions & Answers

Q: What is an employer match? Why is it important to take

What is an employer match? Why is it important to take advantage of an employer match?

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Q: How does your retirement age impact the amount of Social Security benefits

How does your retirement age impact the amount of Social Security benefits you will receive?

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Q: Why is it important to begin retirement planning while you are young

Why is it important to begin retirement planning while you are young?

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Q: Explain the tax benefits of investing within a retirement account versus investing

Explain the tax benefits of investing within a retirement account versus investing outside a retirement account.

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Q: When estimating the future value of a set of annual investments,

When estimating the future value of a set of annual investments, what factors will affect the amount of funds available to you at retirement?

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Q: When estimating the future value of a retirement investment, what factors

When estimating the future value of a retirement investment, what factors will affect the amount of funds available to you at retirement? Explain.

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Q: Why are retirement accounts more beneficial than other investments that could be

Why are retirement accounts more beneficial than other investments that could be used for retirement? Describe an effective strategy for retirement planning.

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Q: What is an annuity? What is the difference between a fixed

What is an annuity? What is the difference between a fixed annuity and a variable annuity? What is the main disadvantage of annuities?

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Q: Compare and contrast a traditional IRA with a Roth IRA. Discuss

Compare and contrast a traditional IRA with a Roth IRA. Discuss the advantages of each. What factors will affect your choice of IRAs?

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Q: The Sampsons are considering investing in bonds as a way of saving

The Sampsons are considering investing in bonds as a way of saving for their children’s college education. They learn that there are bonds with maturities between 12 and 16 years from now, which is ex...

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