- Your Wealth Radio
This article was originally posted on Financial Planning Toolkit by an author unaffiliated with Capital Investment Advisors.
If you are self-employed, unincorporated, and have only one retirement plan, the IRS requires you to use the following rate table or rate and deduction worksheets to figure your deduction for contributions you made for yourself to a SEP-IRA or qualified plan. The table and worksheets provided here are reproduced from IRS Publication 590, Individual Retirement Arrangements (IRAs).
Read on Entrepreneur Magazine: http://finance.toolkit.com/planning_tools/display.aspx?tid=selfemprates_m. This article was originally posted on Financial Planning Toolkit by an author unaffiliated with Capital Investment Advisors. As a part of our effort to disseminate important relevant information to our clients, we frequently post articles from other sites on topics of interest. The information posted in this article does not necessarily reflect the views of our firm.
In an online article for Forbes, Wes Moss demonstrates through the use of the popular television character, Don Draper (lead on AMC's hit show Mad Men), the enduring effects of marketing and its associated push for heightened consumerism. Moss postulates that the focused direction of advertisements intent on spurring consumer spending in the notion that "more is happier" has consequentially lead to the downturn in not only retirement savings but more globally, general personal savings.Read more...
After a ten year absence in the ETF marketplace, Fidelity Investments has introduced its newest exchange-traded fund product. With its launch of 10 sector ETFs, advisors are divided on the introduction of the new product, as Investment News questions whether or not their offering is perhaps too late to be considered a market place competitor. Matt Reiner doesn't see Fidelity's offering as an favorable move.Read more...
In a recent online article by the Wall Street Journal, Matt Reiner comments on the recent volatility of biotech trading. The upward trend of higher valuation in biotech stock is leading investors to abandon the fund and explore less pricey options, namely healthcare and technology. The volatility in biotech stocks is attributed to a string of disappointing clinical trials and regulatory reviews.Read more...
In an article on CNBC.com, Wes Moss addresses his position on the new availability of hedge fund offerings coming out of Fidelity Investments' Portfolio Advisory Service provided through an allocation deal with Blackstone Alternative Asset Management. Through this partnership Fidelity is able to offer a number of 'hedge fund-lite' products to mass level investors.Read more...
ETF Trends online, takes a look at the recent popularity of ETF Asset Managers and their effective employment by advisors to produce unique portfolio strategies and provide much needed time to focus on client relations. Mitch Reiner sees the potential in utilizing ETF Strategists, especially with regard to being more client focused and time conscious.Read more...
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
Learn More »
You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
Learn More »
You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.
Learn More »