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What if I told you there was an investment tool that allowed you to save money for retirement, allowed the money to grow tax-free, and that the income generated during retirement was also tax-free?  You would probably think it was too good to be true or you might ask what the “catch” was.  If you […]



by TheProAdvisor on August 28, 2009

IRA – Individual Retirement Account.  A tax-deferred investment account funded with pre-tax dollars for an individual’s retirement.  Only those who do not participate in a qualified retirement plan at work or who do participate and meet certain income guidelines can make pre-tax contributions to an IRA.


Should You Be Using Life Insurance In Your Retirement Planning?

July 6, 2009

So when did life insurance become a retirement account?  With the recent decline of the stock and real estate markets, many are rethinking insurance as an asset class.  Products like whole life, universal life, and indexed universal life have maintained their values when other assets like, stocks, mutual funds, variable annuities, and real estate haven’t. […]

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Qualified Retirement Plans – Good Idea or Ticking Time-bomb?

June 10, 2009

Qualified retirement accounts like IRA’s, 401k’s, and 403b’s have been gaining in popularity over the last 30 years.  They have almost entirely replaced corporate pension and defined benefit plans, with the few exceptions being government employers and union workers.  While all of the plans are technically different, they do have several major similarities. First, qualified […]

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