Cost Disclosure Rules Cause Cheaper Mutual Funds for Retirement
In the face of new cost-disclosure rules, many mutual funds have created cheaper share classes for retirement plans. The Labor Department is endeavoring to cut
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IRA Investing
On the Go? A Quick FAQ For Savvy Investors with Busy Lives
Q: What is a self-directed IRA? A self-directed IRA is an individual retirement account that allows account holders a wider choice of investments, including but
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Retirement: Do You Picture Yourself in Heaven, Or Hell?
The prevailing logic is that everyone is excited to retire. But how true is that nowadays? With the Great Recession still in our rear view
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How Much Do You Need to Retire?
We are often asked how much money an individual should have for retirement. There is no easy answer. Depending on your lifestyle and goals, the
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Real Estate and Your IRA
Lots of self-directed investors come to us because they aren’t happy with the yields they are seeing in their traditional IRAs. Even if they put
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Considering a 401(k) What is Next?
Now that we’ve shared the merits of an Individual 401(k), how do you proceed? These popular and unique plans give the self-employed and small business
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Go Solo with Your 401(k)
What is an Individual 401(k)? If you are self-employed or own a small business you could be missing out on retirement savings options. An Individual
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Five Things to Consider for Your First IRA Investment Property
Experienced real estate investors often purchase properties using their IRA assets. They have a familiarity in these transactions and take advantage of the tax benefits from
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