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Neal Frankle
Works at Wealth Resources Group
Attended California State University of San Diego
Lives in Los Angeles
1,130 followers|71,008 views
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Neal Frankle

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This post details the 2016 IRA contribution limits by income for married couples or qualifying widows.
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Not political guys!
No, this isn't about your political persuasion. Instead, I think you can can consider much of what is dispensed as financial advice in a pretty simple
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This is super important if you are a married couple nearing Social Security claiming ages.
Bipartisan Budget Act of 2015 ends popular File-and-Suspend, Restricted Application, and related Voluntary Suspension Social Security claiming strategies!
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Neal Frankle

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How the new rules under IRS Notice 2015-49 will limit accelerated lump sum pension buyout offers for retirees under Treasury Regulation 1.401(a)(9)-6.
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Have him in circles
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Neal Frankle

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My guest post on helping students extinguish student debt pronto.
College is expensive - don't let your lingering student loan debt haunt you forever. This expert explains 5 steps you can take to pay off your loans in 3 years.
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According to a recent survey, WordPress makes up 25% of all websites, and is by far the most popular CMS.
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Super important topic well covered sir
File & Suspend and Restricted Application have been eliminated for most, and severely limited for all others, due to the new laws going into effect in 2015.
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as it's great friend
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If you are interested in reverse mortgages....please read this first.
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People
Have him in circles
1,130 people
Zoka Nedeljov's profile photo
Claire Gnomi's profile photo
NICOLE CUELLAR's profile photo
L Parker's profile photo
Mike Michalak's profile photo
Seth Wilson's profile photo
Brian Lund's profile photo
Tarra Jackson's profile photo
Steve Rhode's profile photo
Work
Occupation
Certified Financial Planner
Employment
  • Wealth Resources Group
    Certified Financial Planner, present
  • American Savings Bank
  • Wealth Resources Group
  • Lockheed California Company
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Los Angeles
Previously
Los Angeles - San Francisco - Los Angeles - Jerusalem
Story
Tagline
Helping people make smart decisions about their money so they don't have to worry.
Introduction
I am a Certified Financial Planner (tm) working with people who want to  make smart decisions about their money -- so they don't have to worry.  I grew up with very limited resources and I know what it means to work hard for money.  I believe your money should allow you to achieve those things that you hold most important in life. 
Education
  • California State University of San Diego
  • University of Maryland
  • University of New Hampshire
Basic Information
Gender
Male