A flexible spending account (FSA), offered as an elective benefit by many employers, permits workers to contribute, through payroll deduction, to accounts that are designated for specific qualifying medical or dental expenses. If your employer makes an FSA available, the account typically is used in conjunction with your employer-sponsored medical plan for out-of-pocket costs not […]
Archive for September, 2015
A custodial IRA is an IRA managed by a parent or guardian for the benefit of a minor child, as long as that child works and has earned income. As with other types of IRAs, the maximum annual contribution for 2015 is $5,500 (indexed annually for inflation) and the underlying investments can be determined by […]
If you are opening an IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FBrush-sawdust-300×200.jpg” width=”300″ align=”left” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ alt_text=”Brush%20sawdust%20″ full_width=”Y”] IRAs in America IRAs continue to play an increasingly prominent role in the retirement saving strategies […]
Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely […]
Alternative investments are often defined not by what they are, but by what they are not. It is this quality that could make alternatives potentially valuable diversifiers when added to a portfolio of traditional investments. While some investors may equate alternative investments with the high-risk/high-return vehicles that garner the lion’s share of media attention (especially […]
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