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Browsing Tag

Investment Strategies

18 posts
  • Retirement Planning

Annuities in IRAs: Good or Bad Idea for Retirement Income?

ira annuities pros and cons
The truth about including annuities in IRAs may surprise you, but understanding their advantages and risks is essential for your retirement planning.
  • Jennifer
  • December 9, 2025
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  • Retirement Planning

Financial Advisor vs. DIY: Deciding How to Manage Your Retirement Assets

professional guidance or self management
Great choices await as you weigh professional guidance against DIY strategies, but the best decision depends on your confidence and goals.
  • Jennifer
  • December 2, 2025
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  • Precious Metals Fundamentals

Precious Metals vs. Crypto: Which Is the Better Hedge?

gold and crypto comparison
Gold offers stability, but crypto’s growth potential may surprise you—discover which hedge truly aligns with your investment goals.
  • Jennifer
  • November 29, 2025
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  • Retirement Planning

The 4% Rule in 2025: Is It Still a Reliable Retirement Guideline?

retirement planning in 2025
Staying informed about the 4% rule’s current reliability in 2025 is crucial for smart retirement planning, but will it stand the test of time?
  • Jennifer
  • November 21, 2025
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  • Precious Metals Fundamentals

Central Bank Gold Buying: What Does It Mean for Investors?

gold purchase by central banks
Discover how central bank gold buying impacts markets and why it matters for investors’ strategies moving forward.
  • Jennifer
  • November 17, 2025
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  • IRA Investment Strategies

Maximizing Your 401(k) to IRA Rollover: Tips for a Smooth Transition

retirement account rollover tips
Seamlessly maximize your 401(k) to IRA rollover with expert tips to ensure a smooth transition and secure your financial future.
  • Jennifer
  • November 15, 2025
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  • Retirement Planning

Retirement Planning for the Self-Employed: SEP IRAs and Gold Options

self employed retirement investment
Boost your retirement plan with SEP IRAs and gold options—discover how these strategies can secure your financial future today.
  • Jennifer
  • November 12, 2025
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  • Tax & Legal Guidance

Direct Rollover vs. Indirect Rollover: What’s the Difference?

rollover options comparison
Protect your retirement funds by understanding the key differences between direct and indirect rollovers before making your choice.
  • Jennifer
  • November 8, 2025
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  • Retirement Planning

The Role of Precious Metals in Long-Term Retirement Planning

precious metals retirement strategy
Keen investors know precious metals can safeguard retirement wealth; discover how they can enhance your financial future today.
  • Jennifer
  • November 7, 2025
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  • Tax & Legal Guidance

SECURE Act 2.0: Key Retirement Account Changes to Know in 2025

retirement account changes 2025
Comprehensive updates in SECURE Act 2.0 starting 2025 could impact your retirement planning—discover what changes you need to know now.
  • Jennifer
  • October 30, 2025
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silver investment retirement benefits
  • Precious Metals Fundamentals

Investing in Silver for Retirement: Benefits and Risks

The truth about investing in silver for retirement reveals potential benefits and risks…
  • Jennifer
  • December 11, 2025
maximize tax advantaged investments
  • IRA Investment Strategies

The Importance of Asset Location: What to Hold in Taxable vs. Tax-Advantaged Accounts

Keen investors understand that asset location can significantly boost after-tax…
  • Jennifer
  • December 11, 2025
timing roth conversions strategically
  • IRA Investment Strategies

Leveraging Low Markets: Should You Do a Roth Conversion During a Downturn?

The question of whether to convert to a Roth IRA during a market downturn hinges on…
  • Jennifer
  • December 10, 2025
retirement tax saving strategies
  • Tax & Legal Guidance

Tax Planning for Retirement: Utilizing IRAs, Roth Conversions, and HSAs

Navigating tax planning for retirement involves strategic use of IRAs, Roth…
  • Jennifer
  • December 10, 2025
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