retirement plan -

Real Estate Investments in My Retirement Account, Really?

December 2, 2019 LIVING WELL Magazine Comments Off

Did you know you can purchase real estate investments with your retirement plan? Well, you can!

Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]

Retirement Planning: Understanding Your Withdrawal Alternatives

January 11, 2017 LIVING WELL Magazine Comments Off

More than 20 million Americans currently participate in 401(k) plans through their employers with an average account balance around $30,000. These pension plans can help to provide security for a comfortable retirement. It’s important to understand, however, the tax implications of these pension plans when you decide to change employers or perhaps are a victim of corporate downsizing. If you’re a plan participant there are several alternatives available to you. […]