If you’re the type to plan, you probably created retirement and financial goals towards the end of last year. But perhaps you didn’t, or maybe you’re just beginning to start saving for retirement. Either way, this article provides a retirement planning checklist for 2022 that can get … Read More
The pandemic has caused significant health and financial issues over the past two years. True to form, the stock market has played its typical part of rising and falling during this period of economic uncertainty and rising inflation. If your retirement plan has suffered or if you … Read More
Learn how to explore the path of sound financial and estate planning WITH alternative investments with Advanta IRA's Clay Malcolm and guests Peter May and Ross Rubin. Read More
While most of us start preparing our income taxes at the beginning of the year, there are moves you can take now to help relieve your tax burden. When it comes to retirement planning, there are strategies that can maximize your savings benefits, too. The following explains … Read More
Choosing the right investment for your portfolio can be challenging, especially with a stock market that’s currently erratic due to the delta variant of COVID-19. People who use self-directed IRAs don’t like to rely on the stock market. They want to use investment alternatives to the stock … Read More
You may already know that real estate is a popular asset in self-directed retirement plans. But alternative investments to the stock market include much more than real estate. This asset class offers many possibilities beyond Wall Street stocks, bonds, and mutual funds. This article provides a deeper … Read More
Learn how you can maximize your retirement contributions with a Mega Roth IRA. What is? Are you eligible? How much can you contribute? Read More
You don’t have to work for a big company to have a 401(k). Small business owners and self-employed individuals can open and contribute to an individual 401(k) and enjoy the same retirement-saving benefits that the traditional corporate plan offers. A self-directed solo 401(k) has the same features … Read More
Many people prefer the Roth IRA to other retirement savings plans. The income in a Roth grows tax free, and distributions in retirement are tax free, as well. Distributions from a the plan are not included in your income. This can greatly reduce your income tax liability … Read More
Are you aware of how the provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act impact your retirement planning? The act’s main purpose is to provide immediate financial relief to individuals, families, and businesses that face somewhat dire financial straits due to COVID-19. It … Read More
