Hello, this is Jared Lopez, business Development Representative for Next Generation Trust Services. Next Generation Trust is a third party administrator for self-directed retirement plans. Our clients...
Rene: Hi! I’m Rene Nelson with PacWest real estate and today my guest is David Moore from IRA equity advantage. David, tell me a little bit about using a check book IRA and how that works. David:...
If you are named the beneficiary of a non-spouse IRA, to avoid a taxable event, make sure you request a trustee-to-trustee transfer. Your inherited IRA must be directly transferred from one account to...
Hi, this is Jared Lopez, business development representative for Next Generation Trust Services based out of Roseland, NJ. We help our clients invest their IRA and 401k funds into non-traditional...
INICIOS La zona punk de Medellín en los ochentas era una escena muy cruda era una escena que tenía ganas de surgir pero que tenía muy pocos recursos no había donde tocar las bandas no tenían...
What makes a Roth IRA different from a standard IRA? The main difference with a Roth IRA is that, your money grows income tax free. Also, the dollars you contribute to a Roth IRA have been taxed. All...
Should you roll over your 401(k) into a self-directed IRA? When you change jobs and go from one company to another or retire, you can choose to leave your money in that company's 401(k) or you...
This is Patrick Munro, Financial Adviser talking about IRS Contribution age limits. An IRA is an individual retirement account set up by the Internal Revenue Service, for the purpose of growing your...
Hello Everyone, Joshua Abel with the Forever Wealth Team, a financial planner in Naples Florida. You know, when it comes to saving for retirement a lot of confusion come up. There's so many...
Hi, I'm Tom Choisnet, enrolled agent and a client called in about an early IRA distribution. Early IRA, 401K or qualified pension plan distributions are subject to a ten percent penalty in...