Tag: individual
group name: selfdirectedinfo
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May 21, 2008 04:23 PM EDT --
Want two bangs for your stimulus check bucks? You could have it deposited along with your refund directly into your IRA or other tax-favored retirement accounts. (Note that, if you elected for your refund . . . more
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April 04, 2008 08:36 PM EDT --
An individual made a contribution for 2007, in March of 2008. He now realizes that it created an excess contribution and wants to know if his custodian can adjust it to a 2008 contribution. The answer . . . more
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March 23, 2007 06:03 PM EDT --
Wells Fargo provides an easy way to quickly determine:
If you are eligible to contribute to a Traditional IRA, Roth IRA or both.
How much you are allowed to contribute every year.
Take the Wells . . . more
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August 08, 2008 07:58 PM EDT --
Sometimes it takes a state the size of California to set off nationwide change. Let's hope its plan to automate IRA enrollment gets the same reception. California's plan would create state-managed . . . more
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April 09, 2008 06:40 PM EDT --
"Do you know a FICO from an IRA?" So asks the Fine Living television network's new Money IQ test .
I just took it: 10 questions, lots of hints, entertaining and educational videos, . . . more
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February 06, 2008 07:41 PM EST --
The Bush budget proposal is in , and with it comes renewed fears that the current administration's plans are spiraling the American economy into a recession. With the Dow Jones Industrial Average . . . more
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March 26, 2007 04:01 PM EDT --
This is the first in a series of features on the strategies real estate professionals are taking to build their own or their client’s retirement accounts using the investments they know . . . more
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December 14, 2005 04:25 PM EST --
There's a new investment philosophy in town. Described as "taking control of your retirement account" or "truly self-directing" your IRA, self-directed retirement accounts are everywhere . . . more
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May 22, 2007 02:17 AM EDT --
The article Boomers Drive Second-home Market, which I mention in my post "Boomers could impact real estate market more than you may think," also talks about the surge of baby boomers buying . . . more
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December 28, 2007 08:04 PM EST --
As Jan. 1 rapidly approaches, I sit down to carve out my goals for the coming year. My goals run the gamut from finally wrapping up all of the projects I've started to getting my house (financially . . . more
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November 17, 2006 08:36 PM EST --
WHEN DENNIS VON PONTZ WAS 11 YEARS OLD, he learned how to plot stock market prices from his day-trading uncle. By the time he was 21, von Pontz owned a stock portfolio and was reading corporate annual . . . more
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March 12, 2007 09:14 PM EDT --
A disciplined investor beats the market with good data and a set of firm guidelines
KEN MAXWELL, 62, a former high-tech salesman, lost "a lot of money" from his retirement account with the stock . . . more
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July 16, 2008 05:33 PM EDT --
Do you know that you can use your 401(k), without using it up? Apparently about 45 percent of employees leaving 401(k)-generating jobs don't. A study by HR consulting firm Hewitt . . . more
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March 21, 2007 10:55 PM EDT --
When I was fresh out of college I cashed out my Applebee's 401(k) contribution -- earned while waitressing and bartending to pay for college -- rather than rolling it over to an IRA and another employer's . . . more
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January 18, 2008 01:24 PM EST --
President Bush has spoken, today calling for " an economic growth package as soon as possible ." (For more see Chris W.'s Gather article, " Jumpstarting the economy: . . . more
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June 09, 2006 06:15 PM EDT --
A reader of "The Bottom Line" column in The Oregonian daily newspaper e-mailed me with a question about 403(b) plans:
I have been teaching at Tualatin High School for nine years and . . . more
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April 11, 2007 01:16 PM EDT --
FINANCIAL COACH and real estate investor/developer Loral Langemeier (pronounced “lang-meyer”) first learned about self-directing IRA investments into real estate in 2002. Since then, she’s . . . more
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May 18, 2007 01:25 PM EDT --
If you're looking to self-direct your financial future, you're also likely looking for ways to be able to check up on the companies you use in the process. (I get asked this question allot.) In . . . more
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July 11, 2007 06:11 PM EDT --
The sixth monthly feature on the strategies professionals can take to build their own or their client’s retirement accounts using the investments they know best: real property.
. . . more
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February 27, 2008 05:45 PM EST --
As many of you know, I write a regular series of profiles on "The Self-Directed Real Estate Professional" for Real Estate Magazine's Power Team Report. This is the 12th in that series, . . . more
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