Couples are marrying later in life, which means the merging two households.
Rollover IRAs are set up to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457, or another IRA.
According to a survey by Bankrate.com last summer, Boomers are retiring at the worst time in a generation.
Mutual fund companies send out annual statements the end of January. Find them and take the time to review them.
The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
There are many obstacles you will encounter while trying to achieve your financial goals.
Most investors don’t even know they are in the wrong type of investment until it’s too late.
The more money you have the more options you will have in retirement.
Investments that you hold for less than a year and then sell are considered short term investments and are taxed as ordinary income.
Mutual fund companies send out annual statements the end of January. My strong recommendation here is to take the time to review them.