The frenzy is building. Should you care? Anticipation is high. Facebook filed an S-1 form with the Securities and Exchange Commission on February 1, taking its first big step toward going public. It aims to raise $5 billion through its upcoming IPO. Some of the details from the S-1 form: Facebook’s revenue climbed from $777 [...]
Meeting your obligations & finding some opportunities. After you turn 70½, the IRS requires you to withdraw some of the money in your retirement savings accounts each year. These withdrawals are officially called Required Minimum Distributions (RMDs).1 While you never have to make withdrawals from a Roth IRA, you must take annual RMDs from traditional, [...]
A noted economist disputes that generalization. True or false? You may have heard this claim before (or something like it): “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.” Recently, a big-name economist disputed that belief. In a commentary for Bloomberg, former White House [...]
Explaining the difference, and what it means to be a Registered Investment Advisor. If you meet with a financial professional, be sure to ask a critical question. If you make an appointment with a financial consultant on behalf of yourself, your family or your company, make the following inquiry before the meeting ends: “Are you [...]
A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]
Coming your way: some of the most significant changes in 30 years. The Department of Labor is following through on its promise to update the retirement plan landscape. Three major rule changes are scheduled for the near future. All retirement plan fiduciaries and administrators should be aware of them. #1: “Covered” service providers must fully [...]
What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we [...]
It only makes sense – yet many retirees live without one. You won’t be able to withdraw an unlimited amount of money in retirement. So a retirement budget is a necessity. Some retirees forego one, only to regret it later. Run the numbers before you retire. Often people need about 70-80% of their end salaries [...]
Debt crises held stocks in check in 2011. A tumultuous year for stocks. As 2011 winds up, many investors are more concerned with return of capital than return on capital. That is understandable; Wall Street faced some powerful headwinds this year. With little policy momentum to foster or aid any available economic momentum, U.S. and [...]
In this volatile market, perspective is valuable. 2011 will not be remembered as a banner year on Wall Street. No silver bullet has emerged to take care of the European Union’s debt problems, and after two strong years for U.S. equities, it appears stocks will make minimal annual gains or finish the year in the [...]
| INDU | 0.00 | ||
| NASDAQ | 2901.99 | ||
| S&P 500 | 1344.33 |
You need to be logged in to see this part of the post. Please Login here.
You need to be logged in to see this part of the post. Please Login here.
You need to be logged in to see this part of the post. Please Login here.
You need to be logged in to see this part of the post. Please Login here.
