Investment Accounts 101

Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. Wouldn’t it ... Read MoreRead More

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Investing in a Roth as Part of College Education Planning

A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk ... Read MoreRead More

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Are Investment Fees Tax Deductible?

I was looking for a specific answer to this question and I found this great article from David Marotta on Forbes Magazine so I thought I would share on the ... Read MoreRead More

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Do You Qualify for this Investing Tax Credit?

The Saver’s Credit: almost a well-kept secret? It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $1,000 ... Read MoreRead More

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3 Reasons to Roll Over an Old 401K to an IRA

After leaving a company, former employees can usually opt to keep their 401K or move the money over into a Rollover IRA. The benefits of rolling over old employer 401ks ... Read MoreRead More

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Tax Time IRA Answers

Let’s take down the age old question of “Should I invest in a Roth IRA or a Traditional IRA?”   Before I jump into this, you must know that neither one ... Read MoreRead More

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Retirement Planning Basics: Investment Accounts

Planning your investments to build a retirement fund can be a dizzying prospect. The various questions and options and details and accounts and amounts are enough to make anyone’s head ... Read MoreRead More

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Equities in the Last 30 Years: A Retrospective

Looking at a chart http://bit.ly/qSHuve covering the performance of the Dow Jones Industrial Average over the last century is a lot like looking at a chart of profitable business earnings ... Read MoreRead More

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MyRA:Obama’s New Retirement Plan

The new idea of the MyRA is similar to a Roth IRA, but with only one investment option, the US Government. There is obviously some diversification red flags that come ... Read MoreRead More

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Retirement Planning Microscope Moves to the 20’s

As time moves onward, a lot of the retirement conversation has shifted. Many discussions no longer revolve around you Baby Boomers. Now, the eyes are on the younger investors, your ... Read MoreRead More

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