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 […]
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‘Investing Insight’ Category
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 […]
High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenants of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth.[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FGuy-in-white-on-white-couch-with-ipad-300×225.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”]Let’s examine […]
For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.”Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and […]
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have three basic choices with the 401(k) account they accrued at a previous employer. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2F401K-egg-in-a-nest-protected-by-an-umbrella-300×328.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] […]
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FComplicated-formula-on-blackboard-300×273.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] McKinsey & Company, a global consulting firm, found that individuals in the U.S. have put more than $625 billion into alternative investments. By year end 2015, McKinsey expects alternative investments will represent 13% […]
Like a closet that isn’t reorganized from time to time, a portfolio that isn’t reviewed regularly can leave you feeling like the pieces no longer fit. Last year, for example, stocks, as measured by the S&P 500 had annualized returns of 13.69%.1 U.S. investment grade bonds gained 5.97%, while international stocks declined -4.49%.1 Given this […]
Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money in your plan treated when one of these events occurs. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FNew-job-typewriter-chapter-one-300×156.jpg” width=”300″ align=”right” top_margin=”20″ […]
For many individuals collecting artwork, jewelry, antiques, and other vintage treasures is a lifelong passion. Deciding what is to become of your valuable personal assets when you are no longer around to care for them is not something to take lightly, particularly when it comes to planning for the distribution of your estate. [images style=”2″ […]
A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death. Since the younger beneficiary has a longer life expectancy than the original IRA owner, he or she will be able to “stretch” the life of the IRA by receiving smaller […]
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