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Category: 401k Investing

October 30, 2024 Category: 401k Investing

401(k) Catch-Up Contribution Limits to Rise in 2025: Key Updates

Workers aged 60 to 63 will be able to save an extra $10,000 per year in their 401(k), offering a powerful opportunity to boost retirement savings. This could be a game-changer for those nearing retirement. Here’s what you should know.

October 21, 2024 Category: 401k Investing

How to Find the Right Stock Trading Mentor: What to Look For and Why It Matters

Stock trading can be a profitable yet challenging journey, and having a knowledgeable mentor can make all the difference. Discover five key traits to look for in a trading mentor, and learn what to avoid at all costs.

September 2, 2024 Category: 401k Investing

REITS 101: Six Key Metrics to Watch

These six metrics are very important and useful for quickly sizing up a REIT’s financial health and performance potential. We explore the six metrics and provide our take on how to apply each in your own research.

August 19, 2024 Category: 401k Investing

REITs 101: Understanding the Basics

REITs offer investors access to income-producing, diversified real estate investments without the hassle of becoming a landlord. Investing in REITs can be as simple as buying shares through your brokerage account, much like purchasing stocks.

July 15, 2024 Category: 401k Investing

REITs vs. Traditional Real Estate Investing

Are you looking to invest in real estate but unsure if REITs or traditional investing is the right choice for you? Read on to discover the pros and cons of each approach and find out which one aligns with your investment goals.

June 25, 2024 Category: 401k Investing

VIDEO: The Power of Roth IRA Investing

Discover the power of Roth IRA investing, where tax-free growth and compounding gains can significantly boost your long-term wealth. Plus, we help you navigate today’s markets in this members-only webcast.

May 29, 2024 Category: 401k Investing

PODCAST: Top 3 AI ETFs

In this episode, we explore the world of artificial intelligence, spotlighting the key players leading the charge and how you can potentially enhance your portfolio with these innovative ETFs.

March 11, 2013 Category: 401k Investing

I Need to Know How to Borrow From 401k

Jerry, I really need some extra cash right for family expenses and would like to know how to borrow from 401k. I have exhausted my emergency savings and need to tap into my 401k without making a dumb mistake.

October 16, 2010 Category: 401k Investing

This Week’s Financial Strategy – Planning for Long Term Care – Part 2

Hi Jerry. Last week we talked about how Medicare works when dealing with long term care needs.  What we discovered is that Medicare will only pay if you have first, spent at least three days in the hospital and then secondly, go to a skilled nursing facility. 

September 4, 2010 Category: 401k Investing

Should You Convert to a Roth IRA?

The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA.  Most people who own a 401(k) have never asked their plan administrator if their plan allows them to do an in-service rollover for non hardship cases.