Robert Bell | Wimple


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Robert E. Bell Ch.F.C. C.L.U. Registered Investment Adviser
6326 A Caenen Lake Road, Shawnee, KS, 66216

Forum Answers
College saving

When using a 529 the "devil is in the details". It is not a Fedral Income Tax deduction. Only a State income Tax deduction. Each State has its own annual maxium. It must be applied to specific college expenses (junior does n

Published: 04/14/2021
Advisor Fees

James - I can advise you of my fee practice. I charge a set hourly fee. We would estimate the hours worked on your behalf. I request that 50% of the fee be paid initially with the other 50% at the conclusion of the service. I do not apply

Published: 04/14/2021
Is Whole Life Insurance a good investment?

Having a Whole or Ordinary Life Policy would be considered a very very conservative investment. It would be similar to owning gold. You may not earn as much as other investments but it is safe and your cash value (if you take it) is t

Published: 04/14/2021
Self Directed IRA

Many people want to do their own investing. They are of the opinion they can select better stocks than the "pros". Maybe you can but be positive you understand the basics of a Self-Directed IRA: 1) You need to be a Limite

Published: 04/14/2021
What is the most tax effective way to receive an inheritance check/money?

I must agree with my financial brothers. There is no simple answer nor a "one-size" fits all formula. A qualified financial person will have a number of questions. The amount inherited due to estate tax. Is the money "qualif

Published: 04/14/2021