Do Your Investments Match Your Risk Tolerance?
March 9, 2010 by Pete Mitchell
Filed under All Posts, Alternate Investments, Everything IRA, Stock Market Info.
DO YOUR INVESTMENTS MATCH YOUR RISK TOLERANCE?
Now is a good time to examine what’s in your portfolio.
The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy and Wall Street, and you may be concerned about your portfolio given what’s going on with oil [...]
Pete Mitchell’s- What To Do If You’re Laid Off
February 26, 2010 by Pete Mitchell
Filed under All Posts, Everything IRA, Your 401(k)
If you’re laid off, what happens to your retirement money? Well, you have three basic choices with your 401(k). One gives you more freedom and control than the other two.
Pete Mitchell’s Immediate Annuties
February 25, 2010 by Pete Mitchell
Filed under All Posts, Alternate Investments, Everything IRA
Nobody wants to outlive their money. In fact, somebody recently asked me, “How do I organize my money so that I spend my last dollar on my last day of life?”
IRA Contribution Deadline by Pete Mitchell
February 17, 2010 by Pete Mitchell
Filed under All Posts, Everything IRA, IRA
Don’t miss the IRA contribution deadline! Make sure you make your 2009 IRA contribution before April 15! With stocks performing so well these days, fully funding your IRA for 2009 (and 2010) could mean a tremendous boost toward saving for retirement.
Rule Changes For In-Service 401(k) Rollovers
February 11, 2010 by Pete Mitchell
Filed under All Posts, Everything IRA, Your 401(k)
RULES CHANGES FOR IN-SERVICE 401(k) ROLLOVERS
401(k)-to-Roth rollovers are now possible before age 59½.
There is a new possibility in the world of the 401k. Sometimes employees want to pull money out of a 401(k) before they retire. It isn’t always because of an emergency. Some workers want to make an in-service non-hardship withdrawal just to roll their 401(k) [...]
