Financial Planning & Management

• Can the executor of a will be changed after death?
• What is an unfunded pension scheme?
• How much should you invest in 401k?
• How much do I need to retire on 150k per year?
• How much money do you need to retire with $300 000 a year income?
• How long do you have to rollover a 401k after leaving a job?
• Should I buy stock in my Roth IRA?
• How much interest does $500 000 earn in a year?
• Can you get a lump sum from Social Security?
• How much do solicitors charge for probate?
• Should married couples put their money together?
• What percentage of your portfolio should be in annuities?
• Why choose a Roth IRA?
• Is a Roth IRA considered a qualified account?
• Can I make a lump-sum contribution to my Roth 401k?
• What tax form do I use for Roth conversion?
• What assets Cannot be placed in a trust?
• Do pension funds pay capital gains tax UK?
• Do annuities ever run out of money?
• Where should I put my money after retirement?
• Can I leave my money in super after I retire?
• What happens if I retire at 65 instead of 66?
• Why should you avoid annuities in retirement?
• Is it safe to keep all your money in one brokerage?
• What is the downside of an irrevocable trust?