However, while tax-deferred growth can be a good deal, paying taxes on the way out may be a bad deal in some circumstances. Recently, we came across that very circumstance. What differentiated this client was his plans for retirement. That is, he had some...
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is the time to buy. But, wait a second – how exactly does one invest in oil?
Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans offer tax-deferred growth. However, NQDC...
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of his investments. Concerned about his holding Super-short Duration Debentures mutual fund (ticker: SSDD), Charlemagne writes in to say . . .
To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense, Temüjin’s financial advisor suggests ....
With financial planning, not only do you map out your dreams. Even better, you create a plan for making those dreams a reality. Have you always wanted to visit South America? Let’s set a time to make that happen! Is your fantasy a patio...
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