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The Four Stages of an IRA
With all these different names and terms being thrown around in the financial community, it can get very confusing on what something is, and what it is not. How many times has it happened to you? Let me go through and explain the four stages of an IRA. Stage 1 – Regular IRA Everyone knows what the traditional IRA is. It is what most of us have our money in. We call up Fidelity, Charles Schwab, or Merrill Lynch and give them our money. With Read More... -
What Is Your Investment Style?
Knowing what your risk tolerance and investment style are will help you choose investments more wisely. While there are many different types of investments that one can make, there are really only three specific investment styles - and those three styles tie in with your risk tolerance. The three investment styles are conservative, moderate, and aggressive. Naturally, if you find that you have a low tolerance for risk, your investment style will Read More... -
Refinance Investments
The process of taking out a new mortgage from the money received by closing out your older mortgage is called refinancing. It is always better to refinance investments instead of selling out. Selling a property generates two problems - paying a large capital gains tax and giving up your inflation-indexed retirement plan. These things can be avoided by refinancing as you get much gain out of the property without even paying any tax. As borrowing m Read More...
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