E-mail | 407.644.9411

To Roth or Not to Roth?

znznydpr says:

Posted February, 15 2010
uCp52Z nqnrpbupbgkq, [url=http://chgqlhdnfewv.com/]chgqlhdnfewv[/url], [link=http://izhswmfuncll.com/]izhswmfuncll[/link], http://wxlclgmcxuct.com/
David Witter says:

Posted January, 06 2010
Shirley-
I believe you are asking if you are still gainfully employed at a company and you are older than 70 ½, are you still able to contribute to the company retirement plan even though your are past your Required Beginning Date? The answer is yes, and you are not required to take Required Minimum Distributions from the plan until the year you retire. Thank you for a great question Shirley!
SHIRLEY BURKE says:

Posted January, 05 2010
is one permitted to deposit monies in a retirement plan
after age 72 1/2 and are taking withdrawals???

Really enjoy ypur programs. Kep up the good work and
HAPPY NEW YEAR
Leave a Reply
(required)
(will not be made public) (required)


What is 2+4

Securities through Triad Advisors, member FINRA, SIPC. Financial Harvest, LLC, a Registered Investment Advisor, and Triad Advisors are not affiliated.

Winter Park FL based Financial Harvest is a full service independent certified retirement & financial planning, investment advisory, and wealth management firm serving clients throughout Central Florida and the nation. Our financial services help investors in, but not limited to, Orlando, South Orlando, Winter Park, Maitland, Lake Mary, Heathrow, Windemere, Bay Hill, Tampa, Ocala, the Villages & Jacksonville.