Home > Tag Archives: wealth management

Tag Archives: wealth management

Should We Cash Out the 401k to Pay Off the Mortgage? – Lorriell

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Lorriell “Dear Steve, My husband and I are Mid-30’s and have been married and investing heavily for 16 years. We are watching our investments plunge. We owe $126K of $194K mortgage. No other debt. We are locked in at 4.75% refi. but wondering if cashing in one of 401K would be better. Wondering about the tax advantages/disadvantages. We are no ... Read More »

    Jami is Worried About Losing Money in Her 401k And Wants Options

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    Jami “Dear Steve, I’m losing money in my 401k. I left my 401k in my ex-employers plan. I started at $73000.00 and now it is down to $47,500. I really want to get it out of there but I have no idea where to put it. Can you offer any ideas? Jami”   Dear Jami, I matters like this I ... Read More »

      Donna Wants to Know “Should I Take My Money Out?”

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      Donna “Dear Steve, I have my home paid for and owe nothing on my car, I have a rental that I owe $25000 and I have it rented for $475.00 month. My payment is $303 month and my insurance is $33.00 month and my taxes are $100 month. I want to sell my rental but with the economy I will ... Read More »

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