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| Impact of taking early distributions from your retirement plan |
| Thursday, February 25, 2010 |
Like many other people, you may have taken an early distribution from your retirement plan last year. The IRS wants individuals who took an early distribution to know that there can be a tax impact when tapping into your retirement fund. Click through for nine facts about early distributions |
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| To convert or not to convert (IRAs vs Roth IRAs) |
| Wednesday, October 28, 2009 |
A long-awaited opportunity for high income individuals will finally take effect at the beginning of the new year. As of January 1, 2010, IRA account holders will be able to convert traditional IRAs to Roth IRAs regardless of their income level. The long-term objective of a conversion is to take advantage of a stream of tax-free distributions in the future. Click through to determine if a conversion is right for you and understand the steps you should take before year-end to get ready for this tax-saving opportunity. |
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| Eight financial planning strategies at year-end |
| Wednesday, October 28, 2009 |
When year-end approaches, most of us are busy planning vacations, shopping for holiday gifts, and scheduling social functions. But it is a good time to stop and take stock in your financial progress. How are you doing? Are you reaching your goals? Are you struggling with lost investments? Now is the time to consider some adjustments. It's not too late to make financial changes that may save you money on your 2009 tax return and/or position you for a better start in 2010. Make smart year-end financial moves and do some advance planning for 2010. Click through for eight financial planning strategies to consider prior to year-end. |
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| Major life events demand financial strategies |
| Friday, January 2, 2009 |
| The last thing you want to think about when you're in the middle of a major life event is money. Whether it's marriage, having a child, getting a divorce or handling a death in the family, you become totally wrapped up in the overwhelming details and emotions of the situation. Yet, it is important to think about the financial consequences in each of those situations. If you are currently in the middle of one of these major life changes, you should think about your financial strategy now. But don't wait until change occurs - make sure you are prepared for your financial future. Whether you manage your own finances or have a financial professional to assist you, certain major life events call for a re-examination of your financial strategy. Click through for a discussion of some of those events.
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| Minimize investment risks, reduce costs and save money |
| Wednesday, November 5, 2008 |
| The financial landscape in our country is changing. Many of you may be scared, worried or utterly confused about what to do with your money and investments. Perhaps you have or had some of the $4 trillion assets under management with Lehman Brothers, Bear Stearns, AIG, Washington Mutual, Merrill Lynch or Wachovia, or maybe you're just concerned about your overall financial strategy. Or perhaps you're wondering if it is possible to reduce your investment costs while simultaneously managing your risk. Or you may merely be looking for better ways to preserve your assets. Did you know that you could potentially save up to $2,000 per year simply by updating your life insurance policy?
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| A plan is key to your future financial success |
| Wednesday, September 3, 2008 |
| This article is a follow-up to our previous issue's "The importance of financial planning in an uncertain economy" article. Too many people make their investment decisions based on what every one else is doing. They follow the crowd into the hottest sectors of the market, only to suffer the consequences when those sectors take a dive. There is a way to safeguard your financial future without worrying too much about where the market is heading: planning. By putting your investment decisions into a larger perspective, a financial plan helps you avoid the trap of investing based on what other people are doing - instead of what is best for you.
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| Weather market changes with a sound investment strategy |
| Wednesday, July 23, 2008 |
| One key to successful investing is consistency in all market types, good or bad. Many people ask what steps they can take to help safeguard their financial well-being through good times and bad. There are four basic steps you can take to ensure that your investments are protected as much as possible from the fluctuations of an unstable marketplace. Safeguarding your portfolio should be no different than safeguarding your car. Scheduling an annual meeting with your financial professional should be as routine as taking your car in for an inspection. Click through for four basic steps to help position yourself to weather the good times and the bad times, however the market winds blow.
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| Choosing the right retirement plan for your business |
| Wednesday, July 2, 2008 |
| Defined benefit, defined contribution, non-qualified deferred compensation: which type of plan is right for your business? If you're a business owner, have you planned for your own retirement and that of your employees? Several options are open to a small business owner who wants to start a company retirement program. Each has advantages and disadvantages. Selecting the best-suited plan is a matter of considering funding costs, tax consequences, administrative requirements and, of course, the needs of your company and employees. Click through for details about tax-advantaged retirement plans.
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