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Category Archives: 401K’s & IRA’s
The following article is reprinted with permission from Tom Wheelwright’s Weekly Report. Tom Wheelwright, CPA, is one of the nation’s leading tax advisors for investors and entrepreneurs. Also a well-known speaker and educator on wealth, tax reduction and asset protection, … Continue reading
“I would blow up the system and restart with something totally different.” – Ted Benna, “father” of the 401(k), as told to MarketWatch.com As investors start to educate themselves about investing, many begin to realize that their 401(k) might not … Continue reading
My Conversation with Elder law Attorney Nicole Wipp on the Smart Planning 101 Podcast “Financial Planning Does Not Work.” – Nicole Wipp Nicole Wipp of the Smart Planning 101 Show is an Elder Law Attorney who grew up in a … Continue reading
“When we leverage, we aggregate and organize existing resources to achieve success.” – Richie Norton, The Power of Starting Something Stupid. When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – … Continue reading
“Busting the Retirement Lies makes a compelling argument that we’ve been thinking about aging all wrong… and not just financially speaking.” – Nelson Nash, best-selling author of Becoming Your Own Banker It’s Time to Re-Think Retirement! Is this idea of … Continue reading
“Target-date funds… are the lazy investors dream.” -The “Buy Like Buffet” blog If you’ve been following our blog, you’re aware that we’re not big fans of target-date funds.They have suffered from poor market performance, higher-than-necessary fees, and other substantial problems … Continue reading
Part 5 of our “Target-Date Investing: Ten Investment Mistakes Wall Street Hopes You Make” series. (You can find all of our Target-Date Funds articles here.) “Usually, one would expect a retail product in a fast-growing, $500 billion market to have … Continue reading