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Retirement Planning

Roth IRA

The Roth IRA, a popular type of individual retirement account, was created through the Taxpayer Relief Act of 1997. Unlike traditional IRAs, contributions to a Roth IRA are not tax-deductible. However, if certain IRS guidelines are followed, the earnings from a Roth IRA can be withdrawn tax-free. This makes the Roth IRA a valuable tool for saving for retirement.

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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Money Purchase Plan Definition

A money purchase pension plan, also known as a defined contribution plan, requires employers to contribute a fixed percentage of eligible employees' salaries to individual a...

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Suitability Standard

When considering the role of a broker in financial transactions, it is important to understand the level of responsibility they hold towards their clients. Unlike an investm...

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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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