Issue 36.09
A retirement transition might call for a shift in your investment approach.
Time passes … and priorities change. When you approach retirement,your investment mindset may have to be modified. If you are in your [...]
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Issue 34.09 Part 2 Why you might want to fund a Roth IRA this year. In 2009,any withdrawals from a traditional IRA can be used to fund a Roth IRA. Interesting. Why is this so? Issue 32.09 In 2010,anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion. Should you do it? Here’s why it may (or may not) make sense for you to go [...] Issue 30.09 Information vs. instinct. When it comes to investing,many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is,the choices we make with our assets can be strongly [...] Issue 27.09 What should you do with that old 401(k)? Options,options,options … There are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to [...] Issue 25 &26 Part 2 The market. Think of it like a flea market. Rather than travel all over town,a flea market offers you a central location where buyers and sellers can meet up. The [...] Issue 22.09 The answer varies for everyone. Here are some important factors to consider. The big question:how much is too much? In the first few years of retirement,some couples really “live it up” … and [...] Many people underestimate lifestyle costs,medical expenses and inflation. What is enough? What is not enough? If you’re considering retiring in the near future,you’ve probably heard or read that you need about 70% of your end salary to live comfortably in [...] Some things to think about this year – and every year. This is the year! Yes,you can make 2009 the year you alter your financial life for a better financial future. Let’s look at some steps you might think of taking [...] Part 2 Beyond Roth and Traditional,there are other choices. Uni-K (Individual K). Annual Contribution Limit Varies The Uni-K is a profit-sharing plan with no annual contribution requirements for owner-only small businesses. It is cost-effective,and can offer some major advantages compared to some other small business plans –such as increased contribution [...] |    | |||||
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