What Are the Tax Benefits to Opening an IRA Account?

pay less taxes

One of greatest advantages to saving for retirement is the tax benefits you get when investing in an IRA or other approved retirement account. Most people know there are tax benefits to opening an IRA account, but few understand how many benefits there are, and how powerful they can be in the cause of saving […]

How to Convert a Roth IRA Without Losing Money or Paying Taxes

not lose money

Just about anyone who understands the benefits of a Roth IRA, will want to convert their traditional IRA money to a Roth IRA if they can, but the income tax consequences of the conversion can be significant. Thankfully, there are a couple of ways to work the conversion that will prevent you from losing money […]

5 Ways Robo Advisors are Changing the Investment Industry

Robo Advisor

When robo-advisors first started rolling out a few years ago, it’s likely they were largely ignored by the rank-in-file among the investment advisory industry. But as the years have passed, the number of robo advisory services has increased, and the sophistication of the services has grown, they’re likely a game-changer in the investment world. Their […]

What is Rebalancing? How to Update Your Portfolio

rebalancing

Rebalancing your portfolio is one of those investment strategies that many investors know but may not understand a lot about it. While some investors rebalance their portfolios frequently, many others let it slide — either because they don’t know how or lack the time to do so. However, it’s one of those essential investment tactics […]