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Retirement Planning

Self-directed IRA

An Individual Retirement Account (IRA) is a powerful tool for saving for retirement. It allows individuals to choose their own investment options, tailored to meet their specific investment goals. These options include stocks, bonds, mutual funds, and other funds. Additionally, individuals can also invest in Certificate of Deposits and other savings vehicles. This flexibility makes an IRA a valuable addition to any retirement portfolio.

Earned Income

Income is a crucial concept in the world of finance. It refers to the financial return one receives for their physical or mental efforts and activities. This encompasses bot...

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Simplified Employee Pension Plan (SEP)

Welcome to our lesson on Simplified Employee Pension (SEP) plans. These retirement plans are specifically designed for small business owners and self-employed individuals. T...

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Joint and Survivor Payment Option (or Annuity)

As a knowledgeable finance professor, it is important to understand the various options available for annuity payments. One such option is the joint and survivor option, whe...

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Recharacterization

One important concept to understand in finance is the ability to reverse a Roth IRA conversion or to redesignate funds between different types of plans. This allows individu...

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