Tag : roll overs frisco tx

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  • Entrepreneur Dallas TX

How Financial Analysis can Create a Better Entrepreneur in Dallas

No matter how successful your business is doing, there is always room for improvement. A financial analysis can not only be beneficial for knowing where your company stands, but it can help you make logical decisions about your business for the future. Finding your strengths and weaknesses can help you determine opportunities for improvements to create a better-rounded business. When it comes to your bottom line, the best entrepreneurs in Dallas, Texas, know that a financial analysis is the key to fiscal improvement. What can a financial analysis do for your own company? It proves your company’s significance. An analysis can Read more
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  • Roll Overs Frisco TX

Rolling With the Punches? 3 Things to Know About 401K Roll Overs

Whether you are leaving your current place of employment or searching for alternatives to traditional retirement savings, 401K roll overs may be on your mind. Unfortunately, most people lack the knowledge and experience needed to roll over their retirement savings into a new investment account. Here are a few things to know before you complete your 401k rollover. Weigh Out Your Options Many people choose to move their 401k into the same brokerage’s IRA account since this seems to be the easiest option when leaving an employer. However, rolling your 401k into the same brokerage’s IRA is not your only option. Read more
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  • Annuities Frisco TX

4 Things You Probably Didn’t Know About Annuities

With proper understanding, investing in annuities can be one of the smartest decisions of your life. Unfortunately, even the most financially savvy people do not fully understand this investment option. To ensure you are maximizing your investment, here are a few things you probably did not know about an annuity. They Should Not Substitute Retirement Accounts When you purchase an annuity, you may think you can stop contributing to your IRA or 401k plan. However, it is important to note that an annuity should never be considered a substitute for your retirement accounts. Like traditional retirement accounts, annuities have tax Read more
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  • Roll Overs Frisco TX

Rollovers in Frisco TX: Should You Stay or Should You Roll?

When people move on to work at different companies, rollovers in Frisco TX are typically the way employees take control of retirement funds that have accumulated. According to BankRate, direct IRA rollovers go straight from a 401(k) or similar employer-sponsored retirement plan into an IRA account without withdrawing the funds in the traditional manner. That can save you the early withdrawal penalty, and it will put your nest egg into an account for which you call the investment shots, but rollovers for employees aren’t a one-size-fits-all solution. There are instances when it’s better to leave your money where it is. Read more
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  • Roll Overs Frisco TX

Executing 401k Roll Overs in an Easy 4 Step Process

Transferring your tax-protected retirement savings from one account to another account, also known as roll overs, is a fairly straight forward and easy process in Frisco, TX. This is often done when you switch employers and want to keep your 401k investments in one central location. Here are the 4 easy steps to roll overs: Find out what you’re rolling over Decide what you will roll into Set up the new account Initiate the roll over Jason Graziani is a skilled financial advisor that can help you through the roll over process so your investment gets where it needs to Read more
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  • Tax free investments Frisco TX

Understanding the Multitude of Tax Free Investments Frisco TX

Understanding the many different available opportunities of tax free investments in Frisco TX, can sometimes be a challenging and overwhelming path to navigate. Here are a few different methods and investment opportunities that can help you grow your savings and provide a tax shelter at the same time. The first tax free investment is one of the more popular methods in the Roth IRA (Individual Investment Account). A Roth IRA is a fantastic option for those looking for tax free investments because while your contributions grow tax free, during retirement when you are taking out that money, it is also Read more
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  • Tax Free Investments Frisco TX

Tax Free Investments Frisco TX: Roth IRAs for Minors

Put your money to work for you and your children’s future with tax free investments Frisco TX. One tax free investment that can help set your child or children up for education is through a Roth IRA for minors. Some things you need to know about these types of accounts are: Your child must be earning income. This investment won’t affect their ability to qualify for financial aid. Withdrawing from this account will affect financial aid calculation. Withdrawing only contributions for education purposes can be done tax free. To learn more about putting your money to work tax free through Read more
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  • Roll Overs Frisco TX

Roll Overs Frisco TX: Get Ready for 2016 With The Right Plan

Planning for your end of the year needs to include a review of roll overs Frisco TX among other things. At Jason Graziani, we recommend that you check the following things as well. Make sure you are contributing as much as you can, choose your charities and distribute your donations before December 31st. Use up all of your flexible spending accounts and don’t forget to take your RMD’s or required minimum distributions.  All of these things need to be done before the end of the year, so get help from one of the best in financial planning, Jason Graziani, by Read more
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  • Roll Overs Frisco TX

Rollovers Frisco TX Don’t Have to Be a Confusing Process

If most things financial are confusing to you, rollovers Frisco TX can boggle your mind. The IRS says that rollovers can save on taxes until after retirement if you roll-over a pre-retirement payment from a 401K or IRA–but, if you are under 55 and not retired yet, why would you be getting a pre-retirement payment? Leaving a place of employment is an ideal example of an instance when you would want to take the money out of a retirement account that you have had through your employer. You do not want to lose that money, but you would have to Read more
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  • Annuities Frisco TX

Annuities Frisco TX: Prepare for Retirement with These 7 Tips

Today, many soon-to-be retirees haven’t taken the steps necessary to position themselves financially to enjoy their golden years. Around 54% of Americans have never spoken with a financial adviser and nearly two-thirds of those 55 and older said they plan to work past age 67 for financial reasons. However, it’s never too late to consider retirement options and take the necessary steps to prepare. Here are 7 expert tips to help you jump start your retirement planning today.   Annuities Frisco TX: Prepare for Retirement Have a Plan and Stick to It Make a budget. Those who plan are estimated Read more