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Retirement Planning

IRA Transfer

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the owner actually receiving the funds. You may hear this referred to as a Trustee to Trustee transfer. This type of transaction allows for a smooth and efficient transfer of funds, without any tax consequences for the IRA owner. Now, let's delve deeper into the details of this important aspect of IRA management.

401(k) Plan

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Employer-sponsored Retirement Plan

Let's delve into the world of retirement planning and explore the difference between Defined Contribution and Defined Benefit plans. These types of plans are widely used, wi...

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Investment Portfolio Definition

A key concept in finance is the investment portfolio, which refers to a collection of assets owned by an individual or institution. These assets can include real estate and ...

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Rollover IRA

An Individual Retirement Account, or IRA, is designed to hold assets from a qualified plan for those who are eligible. This plan allows for tax-deferred growth of investment...

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Direct Rollover