Posts Tagged ‘IRA’
Retirement Savings – IRA Investment Allocation Options
To view the next video in this series click: http://www.monkeysee.com/play/16376 Duration : 0:2:50
Read MoreTax Tips: Record Keeping – November 2009
Learn which financial and tax files to keep and how long to keep them. Duration : 0:0:56
Read MoreStock option, is that a qualified retirement plan? Can I cash out one and rollover to IRA or annuity plan?
I participated the stock option from my company and that is pre-tax money. I already cashed them out, now I would like to invest them for retirement. Do I have to pay tax for that before I can invest them? What plan should I invest them in? I’m a cpa, I am not sure if…
Read MoreRetirement Planning – Spotlight January 2010
http://www.producersweb.com The January Spotlight on Retirement Planning discusses how the college savings market is expected to more than double during the next five years, but 529 plans will make up but a small portion; the fact that 401(k) sponsors plan to expand their focus to include investment structure reviews and plan design; and XA Equitable…
Read MoreWhat’s a good way to start financial planning for retirement, savings bonds, certificates, stocks…?
Your retirement plan and investment portfolio really depends on your time horizon (i.e. age) and your risk tolerance. After you answer those questions…you could start a proper plan. A good Investment Advisor will be your best bet. Good luck!
Read MoreMother and Daughter both in college : financial aide increase?
I’m going to college this coming fall and plan on filling out the FAFSA to get whatever free money I can. My mother also plans to go to college this fall [for the same thing, go figure]. My question is, if both of us are enrolled in college full time, will the odds of us…
Read MoreFinancial Planning : How to Become a Stockbroker
In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers. Expert: Patrick Munro Contact: www.northstarnavigator.com…
Read MoreWho Can I Talk to About Affording a Second Child?
My husband and I have one beautiful child (age 1) and we are wanting to have another. I am concerned about finances as prices are crazy these days and I want to be sure we are in the best situation with our finances. I talked to a bank that offered free financial planning advice but…
Read MoreSocial Security is NOT a retirement plan
My rant on Social Security. Duration : 0:6:52
Read MoreRoth IRA Beneficiaries
http://www.rothira-advisor.com Noted retirement planning expert James Lange shares some of his tips on how to plan for retirement and beyond. Jim has dedicated his life to helping others achieve their goals for a healthy and happy retirement. Duration : 0:2:26
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