Finance Blog
Planning a Tax-Deferral Strategy for your Pre- and Post-Tax Investment Accounts
Written by Roger Wohlner on February 15, 2011
3 comments
Planning a Tax-Deferral Strategy for your Pre- and Post-Tax Investment Accounts By Roger Wohlner Tax planning should be a key element in your overall financial planning. However, it is only one tactic, not an end unto itself. Investment decisions made for tax purposes only are…
4 Tips for Loaning Money to Family Members
Written by Roger Wohlner on February 8, 2011
9 comments
4 Tips for Loaning Money to Family Members By Roger Wohlner Economic events of the past couple of years have made it more difficult for people to obtain conventional lines of credit, and as a result, many are turning to family members for loans for…
New Retirement Blogger: Fee-Only Financial Planner Roger Wohlner
Written by Roger Wohlner on February 1, 2011
No comments
Roger Wohlner is a fee-only financial advisor based in Arlington Heights, Ill. Roger serves the needs of individual clients and also provides investment consulting services to retirement plan sponsors, endowments and foundations as a member of Asset Strategy Consultants. Roger and a partner have recently…
My Clients’ Top Three Investing and Retirement Fears
Written by Dan Solin on January 25, 2011
No comments
My Clients’ Top Three Investing and Retirement Fears Investors have a lot to be fearful of these days. They have legitimate concerns about the deficit, the state of the economy, and high unemployment rates. It’s not just economic abstractions. The fears have become personal. Here…
Retirement Planning: So Many Choices, So Little Time
Written by Dan Solin on January 18, 2011
No comments
Retirement Planning: So Many Choices, So Little Time Many employees have choices when it comes to retirement planning. Here are three common retirement-planning choices: A Roth 401(k) A traditional 401(k) A Roth IRA How do you decide which is best for you? Retirement Planning: Eligibility…
Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning
Written by Dan Solin on January 11, 2011
1 comment
Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning With record unemployment rates, many employees are confronting the decision of how to handle the funds in their 401(k) plan when they leave their present employment. For most employees, the choice…
RSS Feeds