Individual Retirement Account (IRA) Contributions

Traditional vs. Roth IRAs

In an era where pensions are few and far between and future Social Security benefits are in question, it’s important for individuals and their families to save for their own retirement savings. A great and simple way to save for your retirement (with potential tax savings) is through an Individual Retirement Account (IRA). IRA contributions…

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Asset Allocation Vs. Asset Location: Two Different Investment Strategies

Two Different Investment Strategies When hearing the terms asset allocation and asset location, many of us conclude that these are synonyms. These terms are actually two separate investment strategies that can be used in tandem to create a well-balanced portfolio capable of reducing risk and minimizing tax. Asset Allocation  Asset allocation is the more commonly known term and is the strategy…

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