Latest Breaking News On - Sarah kyle - Page 10 : comparemela.com

Annex Wealth Management’s Sarah Kyle and Randy Winkler, CFP® answer several Ask Annex questions:"I had met with one of your wealth managers about nine months ago for a financial review. I decided to wait to make any financial moves. I have since been contacted by a few life insurance companies to purchase whole life insurance as an investment vehicle. One feature is that you can borrow on the policy, which is a type called non-direct recognition so the cash value is not reduced. They call the plan ‘Bank on Yourself’. Can you tell me, is this a realistic way to put some of my money in a less-risky place, or a really dumb idea? Thanks.” – Andrew"How are Roth IRAs doing?" – Anonymous"This is for my son. Is this true?" (His son said) "Starting a new job and will lose access to my employer plan. Since my Roth is down over 15%, can't I roll it into a brokerage penalty-free, since I'm not receiving any gains?" – Glen"I'm 42

Brandy winklerSarah kyleBank on yourselfAnnex wealth managementAsk annex