No Employer-Sponsered 401k? No Problem!
Work for a job that doesn’t offer a 401k or other retirement plan? You simply have to open one and contribute to it yourself. An Individual Retirement Account (IRA) is the plan for you. An IRA is...
View ArticleAre Investment Management Fees Tax Deductible?
With tax time getting ever closer, everyone is looking for every possible way to save on his/her tax bill. One question often asked is if investment management fees are deductible. Well, that all...
View ArticleBack to Basics – IRA Needs
Going back to basics to talk about exactly what you need to open an Individual Retirement Arrangement (IRA). Just about anyone can open an IRA, whether you have a job or not. There are some...
View ArticleOpen a Roth IRA for 2012 by April 15!
This article is for those new to retirement savings. If you are not saving for retirement, you have until Tax Day to start. Doing it by this date will start your savings for last year instead of...
View ArticleWhen a Roth IRA Isn’t Right for You
While a Roth IRA is a great option since it provides tax-free distributions come retirement, it’s not right for everyone. The younger generation can especially utilize a Roth since their earning...
View ArticleSelf-Directed v. Non-Self-Directed IRAs
Ever since the Individual Retirement Account was introduced back in 1974, investments were usually limited to stocks, bonds and mutual funds. You would receive a tax deduction on your contributions...
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