Displaying 56 results
Real estate investing for financial advisors
Discover effective real estate investing strategies to diversify and strengthen your clients' portfolios. Find out how your clients can invest (even without any money!) in this article
Asset protection trusts: strategies for estate planning
An asset protection trust is a type of trust that some advisors recommend. How does it protect investors’ assets? Read on to know more
Angel investing 101
What is angel investing and is it a worthwhile business opportunity? Read on to know more about this unusual investment type
Understanding Social Security benefits
Will you get enough from your Social Security benefits to see you through your golden years? Read on for a clearer picture of how Social Security works
Investing in REITs for Beginners
Since the 1960s, REITs have been part of some mutual funds and ETFs. Do they deserve to be part of your investment portfolio? Read on to know more
A beginner’s guide to tax lien investing
Tax lien investing is an oft overlooked and rarely discussed type of investment. So is it worth your attention? Read on to find out.
An inside look into Principal Financial Group 401(k)
As a 401(k) provider, how does Principal Financial Group fare? Is it advisable to get a 401(k) plan from them? Find out more here
What investors should know about the Fidelity 401(k)
Is a 401(k) plan from Fidelity a good retirement vehicle or should you shop for an alternative plan provider? Find out more here
ESG investing for beginning investors
ESG Investing can be excellent for beginning investors who want to grow wealth, without compromising their values. Can this be true?
Choosing between a revocable vs irrevocable trust
Investors can choose to set up a trust instead of a will for their estate planning. Should they have a revocable or an irrevocable trust? Find out here
Dividend investing for beginners
In the short term, regular returns from dividend-paying stock are an attractive prospect. But is investing in dividend stock a viable long-term strategy?
How to buy stocks for beginners
So, you’ve decided to invest in stocks. But exactly how do you go about buying them? Here’s a helpful guide for beginning investors
What are Roth conversions?
Roth conversions are among the most versatile financial strategies. See how Roth conversions can do good for retirement, investment, and tax planning
Revocable living trust: definition and role in estate planning
Revocable living trusts are one of the most effective estate planning tools. How do they work? Get to know more here
How to invest in stocks: the ultimate guide for beginners
When you’re new to investing, getting into stocks can be difficult to navigate at first. Use this guide to get started on investing in stocks
How is Taxation Done on Roth Conversions?
Roth conversions, whether from a traditional IRA, 401(k), or as a backdoor Roth IRA offers several benefits. But what about the taxes on them?
Everything you need to know about stretch IRAs
The stretch IRA era is over. But there are still some exceptions and rules you need to know to deal with your retirement account
What is the 5-year rule for Roth conversions?
Know more about the 5-Year Rule for Roth conversions to maximize your retirement savings
Understanding in-plan Roth conversions
Here are some rules and pointers for in-plan Roth conversions that every financial adviser should know
Why the 401(k) is the best investment for employees
The 401(k) plan is the retirement plan of choice for employees. Find out why in this article
