Rolling over 401(k)s from past employers requires careful analysis and proper education about your choices. While it can seem daunting, there may be benefits to making changes to your portfolios. Read and research carefully and consult a tax expert if necessary.
Tag: Saving
Do You Consider Yourself A Member Of The American Middle Class? For How Much Longer?
These days, many Americans may be feeling like they are falling behind economically. For a long time since the end of World War II, the American middle class has been a goal that most individuals and families desired to attain. What are the potential consequences for our country if the middle class were to vanish?
Why Won’t You Discuss Retirement With Your Spouse?
Why do so many couples procrastinate when it comes to discussing their financial future?
What Is Your Investment Style?
Do you know your investment style? Do you know what an investment style is? You may have heard the terms, “buy and hold”, or “actively managed”. How about “sector rotation”? Each of these refers to a particular style of investing and many other styles exist as well. The point I want to make is that if you adopted one of the most popular styles, and the style that many investors fall into by ease, you probably lost money during the past ten years.
What is an IRA? Finance Fundamentals – Traditional IRA
An individual retirement arrangement, or IRA, is a personal savings plan which allows you to set aside money for retirement, while offering you tax advantages. You may be able to deduct some or all of your contributions to your IRA.
Is Your Child Prepared For Electronic Banking?
Take advantage of an opportunity to open checking and savings accounts for your child and teach them the financial lessons they will need to know to excel in life.