Technical Weakness in the Market
Volatility continued in the market in July as headlines at home and around the world provided investors with plenty of uncertainty.
Should I take my employer pension plan in a lump sum or take annuity payments at retirement?
This is a critical decision and usually one that cannot be changed once recorded.
Are Bonds a safe place to put money that I don’t want at risk in the stock market?
Conventional thinking says that bonds are a buffer and offer diversification from the stock market, and many people don’t realize that bonds can lose value, too.
The ROTH Conversion – Pay it Now or Pay it Later?
A faster way to get money into a ROTH IRA is to move some of your Traditional IRA money to your ROTH IRA. It is called a ROTH Conversion.
Are you looking for another tax deduction?
There are retirement saving strategies for married taxpayers that many miss.
Big IRA Mistake
Failing to properly designate beneficiaries for your IRA is a big mistake, perhaps the biggest mistake you could make with their IRAs.