Posts Tagged: IRA

Be an Overachiever: Three Steps To Start Saving For Retirement

Posted by & filed under Retirement Planning, Retirement Plans.

Be an Overachiever: Three Steps To Start Saving For Retirement Guest Post By Nialyn Pagliari, Esq. Let’s think of people who save for retirement plans like high schoolers – you have the underachievers, the achievers, and the overachievers. First, the underachievers. These are the people who tried to steal your answers to the pre-calculus quiz… Read more »

To Rollover My 401k to an IRA or Not to Rollover, That is the Question?

Posted by & filed under Financial Planning, Investment Portfolio Management for Less, Portfolio Management, Retirement Planning, Retirement Plans.

The Answer Lies in Your Objectives and Your Personal Situation. This Post Provides a Broad Overview of Some of the Concerns to Help You Make This Important Decision. It is Not Meant as a Substitute for Advice and Counsel Relevant to Your Specific Circumstances. It Also Does Not Represent a Complete Discussion of All the… Read more »

Building a New Foundation-The Fiduciary Rule

Posted by & filed under Legislation and Regulation Affecting Investments.

It started with Dodd-Frank. The legislative response to the Financial Crises. The battle cry of never again has touched every corner of the financial and investment industry. Banks, mortgages, credit cards, investments, retirement plans and loans have all been reregulated. Banks are now required to keep higher capital requirements as a result of the expanded… Read more »