IRA

Advisor Solutions Channel

7 Rules for Investing in Your 20s

7 Rules for Investing in Your 20s

By Ben HernandezOctober 25, 2018

Advisor Solutions Channel

On the Your Money, Your Wealth® podcast, Joe Anderson, CFP® and Big Al Clopine, CPA, answer this question from Dwayne: 'Hi, I am 53.5 years old, looking to retire at age 60, am married (wife 50). We currently have $1.5M in retirement accounts. I envision needing $100k /year. My question is given those broad parameters, what would be a current appropriate amount of Bond vs. Stock allocation both now, and the next 5 years? Also, we have only our remaining home debt of $135k, which will be paid in full in 7 years. Thnaks!'

What Should Be My Allocation of Stocks and Bonds?

By Pure Financial AdvisorsOctober 25, 2018

Advisor Solutions Channel

IRA Options for a Surviving Spouse Under Age 59 1/2

IRA Options for a Surviving Spouse Under Age 59 1/2

By Financial Ducks in a RowOctober 24, 2018

Advisor Solutions Channel

Master Your IRA with Advanced IRA Strategies

Master Your IRA with Advanced IRA Strategies

By Ben HernandezOctober 16, 2018

Portfolio Construction Channel

Alternative Assets in a Self-Directed IRA

Alternative Assets in a Self-Directed IRA

By Ben HernandezAugust 30, 2018

Portfolio Construction Channel

IRAs: Do Not Pass through Your Will

IRAs: Do Not Pass through Your Will

By Financial Ducks in a RowJune 25, 2018

Advisor Solutions Channel

9 Things to Consider Before Rolling Over 401K

9 Things to Consider Before Rolling Over 401K

By Financial Ducks in a RowApril 26, 2018

https://www.nerdwallet.com/blog/investing/why-the-new-tax-law-makes-roth-iras-more-attractive/

The Benefits of Guided Choice IRAs

By Modest MoneyApril 24, 2018

Advisor Solutions Channel

Retirees and Required Minimum Distributions

Retirees and Required Minimum Distributions

By Daniel Zajac CFP®, CLU, AIF®, EAMarch 30, 2018

Advisor Solutions Channel

Non-Spouse Rollover of Inherited IRA or Plan

Non-Spouse Rollover of Inherited IRA or Plan

By Financial Ducks in a RowMarch 15, 2018