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Guest post by The Heroes Group: 1. Am I eligible for a Roth IRA conversion? Is it recommended? A key benefit of a Roth IRA is that you don’t pay income tax when you withdraw funds in retirement (your earnings, or profit, are tax free). Before you consider converting, ask your CPA for your estimated […]
Continue ReadingGuest post by Nelson Garcia: The year 2016 has, so far, been the definition of volatility, which for many was unexpected. For some investors, switching from equities to fixed income securities (bonds) would be prudent to ensure the safety of the principal and a fixed return.
Continue ReadingGuest article by Kim Lisa Taylor: No doubt if you have a self directed IRA or substantial investment funds, you have considered investing in real estate. However, you may lack the funds to invest on your own or the desire to deal with the hassles of property management. A viable option for you may be […]
Continue ReadingGuest Article by Paul McGarigal: When asked, “What is your number?” many people have no idea what you are talking about. The number, of course, is the amount you will need to retire. Let’s take a look at how to figure out your retirement number. If you now live on $7,500 a month gross combined […]
Continue ReadingGuest article by Matt Lutz: Anyone with a self-directed retirement account will tell you adding alternative investments to the portfolio can supercharge investment returns and enables investors to participate in asset classes where they are most skilled and knowledgeable. After one learns about self-directed investing, he or she will typically make the same types of investments utilizing the […]
Continue ReadingGuest article by Tom Brickman: With the stock market at all-time highs, many have forgotten that six years ago everyone’s stock portfolio lost a gut-wrenching 40 percent in eight months, and with money market rates around 0.4 percent, cash is not keeping pace with inflation. High volatility with a low yield is an unpleasant combination […]
Continue ReadingGuest article by Evan Greenberg: Over the past three decades, companies like Microsoft, Apple, Google, and Facebook have emerged, not to mention other powerhouses like Chipotle and Under Armour. They have replaced Chrysler, Woolworth’s, Data General, Digital Equipment, and many others in our dynamic economy. Many of these success stories are examples of why an alternative […]
Continue ReadingGuest article by Blaire Martin: Investors around the world are allocating a percent of their assets into early-stage companies in order to access opportunities for exceptional returns. “Angel investing is a legitimate part of an alternative asset class investment portfolio,” says David S. Rose, founder and chairman emeritus of New York Angels, in his new book, […]
Continue ReadingFor those that closely follow political and financial news, one of the biggest issues to face local and state governments has been underfunded pension liabilities. Simply stated, the employers made a promise to their employees to provide certain lifetime payments during their retirement years, yet did not adequately fund those obligations year after year. The […]
Continue ReadingGuest article by Mark Mohler: You are already accustomed to enduring TV commercials for everything from noisy car salesmen to ambulance-chasing lawyers, but are you ready for a TV advertisement prompting you to invest in a new private startup? Well get ready, because it is only a matter of time before it happens. By now, you […]
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