Archive for July, 2008
What retirement plan rules do you need to know for the series 7 exam?
Wednesday, July 16th, 2008Tommy asked: I have a STC book my company gave me and it has the 2004 numbers for all the retirement plans. I know there was a major change in late 2006, so should I know the old rules or the new ones?
Also, I’m getting at least 90% on all practice exams and understand [...]
Where do I go online to find easy to read information on retirement plans?
Tuesday, July 15th, 2008Dawn Hogan asked: 401(k), IRA, Roth, Mortgages. Its not easy to make out. Plus interest rates. Is there not an online Retirement made easy website that can help me sort this out?Gilbert
who would i talk to about opening a IRA or planning for retirement?
Thursday, July 10th, 2008mr_and_mrs.x asked: my husband and i work for places that don’t offer ira or any kind of retirement plans. We have been saving some money in a normal savings account for a little while,but i want to move on to something better. My husband says to keep it in the normal savings account, i told [...]
What are the 6 companies included in the Pinchot Retirement Plan?
Tuesday, July 1st, 2008allen5904 asked: I am told that there are 6 main companies in the Pinchot Retirement Plan. One of them is Plum Creek. What are the others?Deborah