7 Rules for Investing in Your 20s
“Investing in your 20s is the best…I repeat…BEST thing you can do to set yourself up for success. When I was 20…
IRA
What Should Be My Allocation of Stocks and Bonds?
“On the Your Money, Your Wealth® podcast, Joe Anderson, CFP® and Big Al Clopine, CPA, answer this question from Dwayne: ‘Hi, I…
IRA Options for a Surviving Spouse Under Age 59 1/2
As a follow-up to an earlier article on Options For a Spousal Inherited IRA, I wanted to address the specific situation that…
Master Your IRA with Advanced IRA Strategies
Pure Financial’s experts have educated you on the importance of having an IRA and given you some basic tools and strategies that…
Alternative Assets in a Self-Directed IRA
The US retirement market size is $28 trillion with IRAs accounting for $9.2 trillion. Most investors are not aware they can include…
IRAs: Do Not Pass through Your Will
Here’s a little fact that you may not realize: when you assign a beneficiary for your IRA account, you are effectively bypassing…
9 Things to Consider Before Rolling Over 401K
Conventional wisdom has long told us that when you leave employment – either by taking another job, getting laid off, or retiring…
The Benefits of Guided Choice IRAs
Trying to understand all the terminology of investing, and which company’s offer what can not only be confusing, but quite overwhelming. Some…
Retirees and Required Minimum Distributions
Here is what retirees need to know about required minimum distributions or (RMD). Traditional IRAs may allow for tax savings in the…
Non-Spouse Rollover of Inherited IRA or Plan
When you inherit an IRA from someone other than your spouse, you are able to take advantage of certain protections or deferrals…