Invest Offshore

Tag: Retirement

  • Saving For Retirement: What You Need to Know About 401(K), Traditional IRA and Roth IRA Plans

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    Aaron
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    10 Useful Resources for Investors who are Saving For Retirement WASHINGTON, D.C. September 30, 2015 – At a time when nearly one of three U.S. households have $0 saved for retirement, the nonprofit Alliance for Investor Education (AIE) is making available “Saving For Retirement: What You Need To Know About 401(k), Traditional IRA and Roth IRA…

  • Pension Planning Tips

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    Aaron
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    What is a Pension? An annuity is not as what individuals think it is, and it assuredly isn’t just for old individuals. A personal pension is basically a simple thing: It is just a tax-free pot of money you, your manager (and at times the Government) pays into, as a way for putting something aside…

  • Millennials in Retirement Savings Bind

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    Aaron
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    IPI SURVEY: FACED WITH CRUSH OF STUDENT LOAN DEBTS, ONLY 2 IN 5 MILLENNIALS SAVE FOR RETIREMENT, MANY DELAY MAJOR STEPS IN LIFE Burden of College Debt Means Widespread Postponement of Nest Egg Accumulation, Marriage, First-Home Purchases WASHINGTON, DC///September 17, 2015///Half of millennials are carrying student loan debt and the resulting financial pressures are so…

  • Are Baby Boomers Forgetting Something Essential When Planning Retirement?

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    Aaron
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    Many Don’t Realize It Until They Stop Working Most people have some kind of lifestyle vision for retirement. Unfortunately, without proper planning their dreams won’t always become a reality as they enter the encore time of their lives, says Michael Bivona, a certified public accountant who retired almost 20 years ago. “I had a simple…

  • How To Reduce Your Tax Burden In Retirement

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    Aaron
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    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…

  • Conflicted Advice from Brokers According to Public Investors Arbitration Bar Association

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    Aaron
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    ATTORNEY REPRESENTING 500+ INVESTORS IN CONFLICTED ADVICE CASES: HOLD BROKERAGE FIRMS RESPONSIBLE FOR FIDUCIARY DUTY THEY ALREADY TELL INVESTORS THEY HAVE Public Investors Arbitration Bar Association President Cites Examples of Near Retirees Victimized by Industry Practices that Department of Labor Rule Would Bar WASHINGTON, D.C. – August 11, 2015 – The U.S. Department of Labor…

  • How Hidden Investment Fees Can Upend Your Retirement Goals

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    Aaron
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    Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…

  • Do You Know How Much Your Other Half Makes?

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    Aaron
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    Study: Four out of 10 Couples in the U.S. Could Not Correctly Identify How Much Their Spouse Earns Experts often tell us “never keep secrets in a relationship” and “the key to any successful relationship is open communication.” So why is it, according to Fidelity Investments fifth Couples Retirement Study, four out of ten (43%)…

  • Who Controls Your Retirement Funds: You Or The Government?

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    Aaron
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    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,…