1. 61667 POINTS
    Steve Savant
    Syndicated Financial Columnist, Host of the weekly talk show Steve Savant's Money, the Name of the Game, Scottsdale Arizona
    It's always a good first step to establish a financial profile that includes your risk tolerance for investment products, figuring out your effective tax bracket as well as your timeline to retirement and life expectancy. Then you can consider whether to use a qualified  or non qualified plan, individual or employer sponsored and what investment products to use.
    Answered on August 29, 2013
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