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Frequently Ask Questions

  • What is IRA contribution limit for 2017?
  • What is the difference between traditional IRA and Roth IRA?
  • If I still have a 401k account with my former employer can I have it transferred over to my IRA and are there any penalties involved?
  • What is Life Insurance?
  • What should I consider in naming life insurance beneficiaries?
  • Why do I need Health Insurance?
  • What is the deadline to enroll in health insurance coverage ?
  • When is the best time to enroll in Medicare?
  • What are the tax implications of withdrawing money early from a retirement account?

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2690 S. White Rd #60 San Jose CA

  • (408) 401-1513