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.
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.
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.
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.
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.
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.
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.
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.
This Week’s Financial Strategy – Planning for Long Term Care – Part 2
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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.Â
Should You Convert to a Roth IRA?
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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.