Posts tagged as:

investments

Feature Interview – How to salvage your retirement accounts

by TheProAdvisor on August 2, 2010

Radio interview with Chicago’s Money Smart Radio program and host Matthew Sapaula – Interview starts at 9:59 and runs about 10 minutes. To hear the entire interview click on the logo below:

(Note the interview date is 6.11.2009 – make sure you click the right date.)

Interview Summary –

Not sure how to salvage what you have left in your retirement accounts? Find out how you can keep more of what you have and position yourself NEVER to lose another penny in the future ahead. Ryan Pinney (TheProAdvisor) articulates specific financial strategies that keep you ahead of the economy AND Uncle Sam’s income taxes!

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Capital Gains

by TheProAdvisor on September 4, 2009

Capital Gain – The positive difference between what you paid for an investment and what received when you sold that investment.  Normally treated as your earnings and taxed at the applicable federal and state capital gains tax rates.  Capital Gains can be either short-term (had the investment less than one year) or long-term (had investment one or more years) and are taxed differently based on the type.

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Asset

September 4, 2009

Asset – Any item of economic or monetary value owned by an individual or business, especially things that can be easily converted to cash.  Examples are cash, stocks, bonds, CD’s, real estate, a car, and other investments.

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Stock

September 4, 2009

Stock – An investment that signifies an ownership – called equity, in a corporation.  A stockholders equity represents a claim on a proportional share of a corporation’s assets and earnings. Ownership is determined by the number of shares a person owns divided by the total number of shares available. For example, if a company has [...]

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Bond

August 31, 2009

Bond – An investment issued for a defined period with the purpose of raising money for a business or government entity.  Generally, a bond is a promise to repay the principal along with interest on a specified date.  Some bonds are tax-free, and these are typically issued by municipal, county or state governments, whose interest [...]

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CD

August 31, 2009

CD – Certificate of Deposit. Normally a short- or medium-term (3 months to 6 year period) investment offered by banks, credit unions, and savings and loans.

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Interest

August 27, 2009

Interest – The growth or return earned on an investment.  The annual return on an investment, expressed as a percentage of the total amount invested.  This is also called the rate of return.

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Non-qualified

August 27, 2009

Non-qualified – An investment that does not meet the requirements for pre-tax investing.

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Investment

August 27, 2009

Investment – In the most basic terms, investment means the use of money in the hope of making more money.

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Qualified, Non-qualified, and ROTH – What’s the Difference?

August 26, 2009

When it comes to investments, there are generally two types – Qualified and Non-qualified.  So what exactly do these two terms mean?  They specifically relate to the tax treatment of the investment, or in simpler language, how the investment is taxed. A Qualified investment is one where the taxes on the invested dollars and interest [...]

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