Especially in today's economic climate, many people are reassessing their financial planners. A large amount of people have been losing money in the market, so clients should not be unnecessarily harsh with their planner; however, individuals must find out if their planner is using this widespread downturn to cover personal mistakes. ...
January 12th 2010
Categories:
401K,
Assets,
Financial,
Financial Information,
Financial Law,
Financial Services,
IRA,
Investment,
Money,
Personal Finance,
Retirement,
Taxes
No Comments
Many news commentators are echoing the same resounding assurance: the recession is over. But not everyone sees it this way. Who’s right? Just look at the facts.
While Wall Street, thanks to the help of the Federal Reserve, rallied for a big end-of-the-year win, at least for top executives, they’re getting ...
December 3rd 2009
Categories:
401K,
Checking & Savings,
Financial,
Financial Services,
IRA,
Investment,
Loans,
Money,
Personal Finance,
Retirement,
Trading
No Comments
The New Mexico based self directed IRA firm Sunwest Trust (www.SunwestTrust.com) announced today that they have reached an arrangement with Republic Monetary Exchange (www.RepublicMonetary.com), a leading precious metals broker based in Phoenix, Arizona. Under their arrangement, Sunwest Trust will provide exclusive self directed IRA custodian services for Republic's client investment ...
November 20th 2009
Categories:
401K,
Assets,
Financial,
Financial Information,
Financial Law,
Financial Services,
IRA,
Investment,
Money,
Personal Finance,
Retirement,
Taxes
No Comments
The Solo 401k is designed for the self-employed and offers powerful features not found in traditional 401k or IRA retirement plans. The Solo 401k offers unique tax benefits to those who open an account before the New Year.
The clock is ticking for taxpayers to secure their end-of-the year tax breaks ...
Hargreaves Lansdown has been named the Best Online SIPP Provider of the year at the Technology Administration and Service (TAS) Awards, 2009.
The awards programme, which is organised by the Pensions and Investment Group of the Financial Times, aims to recognise achievement by providers of products and services to UK advisers.
It is ...
November 11th 2009
Categories:
401K,
Assets,
Financial,
Financial Information,
Financial Law,
Financial Services,
IRA,
Investment,
Money,
Personal Finance,
Retirement,
Taxes
No Comments
In 2010 millions of Americans will be able to do something they have never done before—convert their IRA into a Roth IRA account. Current 2009 limitations do not allow anyone who makes more than $100,000 per year to convert their traditional retirement funds into a Roth IRA.
However, beginning in 2010, ...
One unforeseen consequence of the current recession has been the increasing number of Americans who have stumbled into entrepreneurship after losing their jobs to round after round of layoffs. Many of these people have taken one look at a job market where the unemployment rate is nearly 20% in some ...
Sunwest Trust, Inc. announces the launch of the Individual 401k or i401k. "The i401k gives self-employed business owners the same tax benefits that large corporations have enjoyed for years," says Terry White, CEO of Sunwest Trust, Inc. as well as White adds, "a number of additional benefits not offered by ...
June 11th 2009
Categories:
401K,
Checking & Savings,
Financial,
Financial Education,
Financial Information,
Financial Services,
IRA,
ISAs,
Investment,
Money,
Retirement
No Comments
Retirement savings have dwindled significantly over the past 18 months. The median rate of return on 401k balances was negative 28.3% in 2008 according to a study by human-resources consulting firm Hewitt Associates. The average 401k balance dropped from $79,600 at year-end 2007 to $57,200 at the close of 2008.
In ...
With research from NS&I revealing that 40 per cent of the population have no long-term financial plan and almost a fifth (17 per cent) don't seek information on managing their money because it is too confusing, the need for a quick, simple way to help people review their current financial situation ...
“Unlimited Investing with a Self-Directed IRA LLC or Solo 401(k): Break Free F r o m Wall Street to Build Real Wealth with Alternative Investments” teaches investors safe and effective ways to build and protect their wealth.
With investors fed up with corporate greed, corrupt financial institutions and risk-laden Wall Street ...
Self Directed IRA Custodian, Sunwest Trust, Inc., which is located in Albuquerque, New Mexico, defies economic odds by growing by 19% in 2008 despite the recessive economy. Sunwest Trust has diverse business interests and services self directed IRA and 401k clients nationwide.
Despite the grim economic climate and the receding value ...
Nabers Group, the world’s first and only full-service self-directed plan provider, has launched a contest to give away (i.e., set up) a Self-Directed Solo 401k plan at no cost to the person who offers the best insight(s) into what he or she thinks are the most powerful business or investment ...
