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Maximizing Your 2020 and 2021 IRA Contributions

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021.   Thankfully, 2020 has come and gone, but it’s not too late to...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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Futures Trading

Diversifying Your Retirement Portfolio: What Investors Need to Know About Futures Trading

Futures trading got some mainstream attention with the success of the 1983 big-screen comedy “Trading Places,” with co-stars Dan Akroyd and Eddie Murphy trading on frozen orange juice futures. The...

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What investors need to know about crowdfunding

Diversifying Your Retirement Portfolio: What Investors Need to Know About Investing in Crowdfunding

The current environment has highlighted the importance of having a portfolio that is diversified enough to withstand market turbulence. As investors seek shelter from the storm that COVID-19 has brewed...

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CFTC Warns Investors To Use Caution When Buying Precious Metals

CFTC Warns Investors To Use Caution When Buying Precious Metals

As economic uncertainty continues to drive market headlines, many investors are turning to precious metals to diversify their retirement portfolios. In August 2020, gold reached unprecedented heights, surpassing $2,000 an...

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Roth versus Traditional Taxation

Do You Want to Pay Taxes Now or Later?

Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...

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