Friday, 26 April 2024

Tag : investment choices

12 Aug
10:28

How to Set Up Your 401(k)

Thanks to its high contribution limits and automatic, straight-from-your-paycheck deferrals, a 401(k) is an excellent way to build a sizable nest egg over time. But before you get that ball rolling, you’ve got a little bit of homework to do. In this post, we’ll walk you through how to set […]

13 Feb
9:29

Roth IRA 5-Year Rule: What You Need to Know

Jamie Cattanach iStock Depending on your financial situation, a Roth IRA is one of the savviest ways to save for retirement. It’s an investment account whose contributions are taxed today, but whose earnings then grow tax-free — and can then be a source of tax-free income upon retirement. Roth IRAs […]

07 Feb
11:09

7 Things to Consider When Choosing a Robo-Advisor — Besides Performance

Roger Wohlner Robo-advisors are automated investing platforms that utilize algorithms to automate the investment of client portfolios. Technology can add a lot to the investing process, but in deciding whether or not a robo-advisor is right for you, it’s important to ask a lot of questions and do your research. […]