Related Articles - Keyword: retirement plan
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- Add a House to Your IRA: Investment Diversification through Self-Direction
Many people are unaware of all the investment choices available within their retirement plans. - Retirement Planning - You Owe it to Your Family
Retirement planning is more important than ever before in American history. Studies have shown that only one third of affluent families have been able to transfer and grow the family fortune into the next generation. - Are Roth 401k Retirement Plans a Good Idea?
Beginning on January 1, 2006, businesses have had the option to add a Roth deferral element to their 401(k) plans. What this means is that employees could be able to designate money deferred from their pay as they do currently (on a pretax basis) or on a - Retirement Plan Opportunities for the Self-Employed & Small Businesses Owners
Retirement plans are an excellent wealth building tool for self-employed individuals and small business owners that is often overlooked or under utilized. - Converting to Roth IRA
Recently, two of our clients convert their traditional IRAs to Roth IRAs for some rather creative reasons. First, both clients anticipate their Adjusted Gross Income this year for conversion purposes to be less than $100,000. This will allow them to conv - Do Retirement Plans Have Too Many Choices? Are New Limits Coming?
Too many choices can hamper decision making. Current and historical research reveals that too many investment options may be a bad thing. Retirement plan providers may well be inclined to reduce the investment options available for their plans in order - Lay the Financial Groundwork for the Second Half of Your Life
- The Road Not Taken - Less Liquid Investments
Investors want liquidity in their investments. The strong desire to buy today, sell tomorrow should generate the question: what premium are you willing to pay for this much liquidity? - Self-Directed IRAs - Not Just for Real Estate
After speaking with clients so often one-on-one as well as in groups, I was confident that all the people I spoke with really understood all the possibilities available to them with The Entrust Group's self-directed plans. - May IRA Insights: Worried About Your Financial Future?
Most of us utilize a company 401(k) plan or depend on major financial institutions to invest our retirement dollars and pray for double digit growth. With the downturn in the markets, the economy in general and the continued slide in real estate, does th - June IRA Insights: The Successful Realtor's Retirement Plan
It is difficult today, with all the choices, to determine which retirement plan is best suited for each individual. However, it is now easier for the realtor to enjoy the same tax favored plans large - IRA/401(k) Insights - Past Issues for 2007, 2006 and 2005
IRA & 401(k) Insights is a monthly publication for anyone interested in self-directing their retirement funds and investing in nontradional assets. View past issues here. - SPECIAL REPORT: Health Savings Accounts Convincing Employees
When it comes to dollar amounts having anything to do with spending, Americans firmly believe that lower is better, higher is worse. In the year and a half since the new IRS acronym HSA emerged on the scene, many American businesses are finding difficul - Is Retirement an Option? Will It be for You?
You will need twenty times your current annual income in investments for maintenance of your lifestyle upon retirement. - Building Your Nest Egg with a Self-Directed Plan
The only way individual Americans have of increasing personal purchasing power beyond the level of inflation, and the only way we have of setting aside sufficient funds for a comfortable retirement, is to do it ourselves. - Feb IRA Insights: A Financially Sound Retirement Plan Needs Your Attention!
The financial gurus tell us we should save 10% of our annual income in order to have enough cash to last through our retirement. Most of us are not in a position to save this kind of money due the rising cost of everyday living-- just look at the gas pum - May IRA Insights: The Tax Free Investing Opportunity
How many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several factors and variables. - A Financially Sound Retirement Needs Your Attention
If you could start putting away the maximum amount allowed in your IRA or company 401(k)especially if your company matches those fundsthats a start - Solo 401(k) Offers Long-Term Savings
As a small business owner or independent contractor, you may be jealous of the tax advantages associated with the retirement savings plans offered by large companies and organizations - The Cost of Kids
As the father of three kids - one teenager and two soon-to-be teenagers - you never really think about how much your children cost you - Frequently Asked Questions About Buying Debt-Financed Real Estate in an IRA
Everything you need to know about debt-financed property inside you IRA - How The Rich Family Grows Richer
- Looking for an easy, low-cost retirement plan? Why not consider a SEP?
- The ABC's of Retirement Plans or Which Retirement Plan is Right for You?
I recently spoke at an international event on how one uses their IRA or 401(k) to invest abroad. - Entrust Administration, Inc. Launches New Educational Website for IRA Investors
- Who Will Inherit My IRA?
Don't leave unfinished business for your family after you pass away. It's very important to update your beneficiary designation, even in your retirement plan.
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