Tag Archives: IRA

The Day Your IRA/401(k) Dies

04 Sep
Statue of Leszek I the White in Marcinkowo Górne - IRA

October 20th, 2015. That date might not mean much to you now, but it will. The International Monetary Fund (IMF) is expected to meet and announce that it intends to replace the U.S. Dollar as the default reserve currency. What’s that mean for Americans with retirement accounts? It means if your IRA or 401(k) is […]

How To Reduce Your Tax Burden In Retirement

17 Aug
The Maréchal de Lattre de Tassigny Embankment and the Canal of La Peyrade from the Louis Pasteur Embankment - Retirement

Enjoying Those Senior Years Is Important, But Preparation Is Key Retirement should represent an opportunity to enjoy life after decades of hard work and saving. But it doesn’t always turn out that way, even with people who saved wisely, says Gary Marriage Jr., CEO of Nature Coast Financial Advisors (www.naturecoastfinancial.com). Maybe it’s because of worries […]

Can We Make Retirement Planning Easier?

31 Jul
Lipa Noi Beach on Ko Samui, Thailand, shortly after sunset with coco palm. The islands of the Ang Thong Marine National Park (Mu Koh Angthong) are visible at the horizon. - Retirement planning

Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of […]

Who Controls Your Retirement Funds: You Or The Government?

14 Jul
Ubsunur Hollow State Biosphere Reserve - Retirement Fund

Qualified Money For Retirement Has Strings Attached People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza. “Qualified retirement funds – whether we’re talking about an IRA, 401(k), Contributory or Defined Benefit Pension Plan, […]

A Foreign Account for Your IRA

25 Mar
SpaceX's Falcon 9 rocket delivered the ABS 3A and EUTELSAT 115 West B satellites to a supersynchronous transfer orbit, launching from Space Launch Complex 40 at Cape Canaveral Air Force Station, Florida on Sunday, March 1, 2015 - IRA

Setting up a foreign account without Unrelated Business Income Tax (UBIT) or distribution tax problem: Self-Directed IRA If you search around on the web, you will find that there are many companies offering Self-Directed IRAs. You will find little actionable information on government regulated, registered and recognized foreign pension funds, investment accounts or brokerage accounts. […]

Thinking of moving your IRA Offshore like Mitt Romney?

06 Feb
Mitt Romney

Get Greater Investment Options through a “Self-Directed” IRA! Through a self-directed IRA clients can open the doors to greater investment choices. There are few limitations on the types of assets suitable for retirement plans. Investments such as gold, silver, offshore hedge funds, foreign currencies, private stock, and foreign real-estate are available through the use of […]