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Reverse Mortgages as a Retirement Planning Tool
As with any financial planning strategy or tool, the reverse mortgage is right for some, & has many predatory and unsavory practices targeting seniorsThe Weak vs. Strong Dollar Debate
The Dollar is currently extremely weak versus other currencies How does this affect our Stock market, foreign investment, and our economy as a whole?Will the DB(k) Plan Replace the 401k?
The DB(k) Retirement plan is a combination between a traditional pension plan and a 401k retirement account. DB(k) plans are a new employer sponsoredA History of the 401(k) Retirement Plan
The History of the 401(k) plan started with its establishment in 1978. 401(k) plans provide retirement planning solutions for employee’s savingsWhat is the Dow Jones Industrial Average?
The Dow Jones Industrial Average is a stock market index that is comprised of 30 companies in different sections of the economy. Dow 30 or DJIA indexStock Options 101 | Stock Option Trading Basics
Trading Stock Options are a great way for investors to achieve capital gains in their portfolios. Stock option trades can be used for stock positionsThe Estimated 2010 Federal Income Tax Brackets
The 2010 Federal Income Tax Bracket estimates are in. 2010 is right around the corner, and we have stressed several different personal tax planning2010 Retirement Plan Limits Remain the Same
Retirement Account Limits in 2010 remain the same as the plan limits in 2009. The 401k, 403b, 457, and SEP and Simple IRA limits are listed here on$8000 Tax Credit Extended, Unemployment Rises over 10%
The $8000 home buyer tax credit has been extended into 2010, while the unemployment rate rises to over 10%. The popular first time home buyer creditLearn about Mutual Fund Expenses and Fees
Mutual Funds, including “no load” funds, have numerous different types of costs and expenses like 12b 1 Fees. These mutual fund fees can lower returns2009 Year End Financial Planning and Tax Tips
2009 Tax Time is right around the corner, as it’s November already, and the end of 2009 is quickly approaching. However the 2009 tax year planning401k or Roth IRA Contribution? What to Contribute and When.
401k contributions and contributions to a Roth IRA benefit from identical favored tax treatment over the life of the investment. Since tax benefitsSupreme Court to Decide on Mutual Fund Fee Limits
Investors accuse the managers of the Oakmark series of mutual funds of excessive fees, which oral arguments at the Supreme Court discussed fee limitRetirement and the Recession | 2010 Economic Recovery?
Will the 2010 Economy give us a recovery from the most severe economic recession since the great depression? The 2008-2009 Recession made retirementRetirement Distributions | Interest Only Income Strategies
Your long anticipated retirement has arrived. After 40 + years of hard work, you have put away a nest eggRules for Owning Company Stock in your 401k Plan
The company matches employee 401k contributions to the plan with a contribution of company stock. As with a standard 401k plan, employees 401k stockIRA Distributions for 1st Time Home Buyers
IRA questions are popping up everywhere since the $8000 first time home buyers tax credit is set to expire shortly. 1st Time Home Loans from an IRA401k Rollovers | Rollover to a Roth IRA?
A 401k Rollover to a Roth IRA plan is generally a good planning practice. Learn the methodology of rolling over your 401k to a Roth IRA plan
