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Articles tagged: Retirement
6 Reasons Private Equity Makes a Great IRA Investment Option
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option. Read More
Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future. Read More
The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […] Read More
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries. Read More
Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit
George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. Read More
Fraud Prevention for Suckers
Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. Read More
Finances in Marriage: 3 C’s to Address Discontent
Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future. Read More
How Small Businesses Benefit from the SECURE Act
Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses. Read More
The REIT Income for Retirement: 6 Reasons to Invest in REITs
Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need. Read More
Invest Tax-Advantaged Retirement Funds in Private Equity for Growth
Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you? Read More