Jun 15, 2022 | Retirement, Self Directed IRA
Accounting Today article by Michael Cohn Three-quarters of Americans are worried about having enough money for retirement, according to a new survey that found three out of 10 Americans are not saving for later years. However, 69 percent of the 2,286 adults surveyed...
Jun 15, 2022 | Retirement
Bankrate.com article by Chris Kissell Just about all of us imagine the thrill of getting rich someday. There is an almost universal appeal to the notion of having enough money to sit on a beach and sip tropical drinks, or to travel the world while leisurely crossing...
Jun 26, 2021 | Real Estate, Retirement
OnWallStreet article by Bonnie Sinnock The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit. The agency cited the interest rate risk to...
Jul 18, 2020 | Retirement, Roth IRA
Q: A friend of mine says that if you withdraw money from a Roth IRA within five years of putting it in, you’ll pay tax and a penalty. I started my Roth in 2018 when I turned 30 and thought I could get the $11,500 I have put in over the last two years out at any time...
Jun 29, 2018 | Retirement
The big question people always ask when it comes to retirement is “How much money do I need to save to retire comfortably?” And the big answer ― $1 million ― sends many of us into a head-first tailspin. But before you say, “I’ll take that cat food in bulk, please,”...
Aug 14, 2017 | Retirement
Health savings accounts (HSAs) are one of the best types of investment accounts available and most people don’t know anything about them. It can be better than a 401(k), an IRA and even a Roth IRA. Those accounts are good, but this one is even better. Maybe it’s not...
