Apr 28, 2023 | Financial Planning
https://www.jamesriveradvisors.com/wp-content/uploads/2023/04/Meet-our-JRA-Team.mp4 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment...
Apr 25, 2023 | Uncategorized
Key points A traditional 401(k) has pretax contributions and withdrawals that are taxed as ordinary income. A Roth 401(k) has after-tax contributions and tax-free withdrawals during retirement. 401(k) withdrawals before age 59½ may be subject to early withdrawal...
Apr 21, 2023 | Financial Planning
Investing your money can be a rewarding yet tricky endeavor. Some people opt to manage their investments on their own, but there are significant benefits to seeking the guidance of a professional financial advisor. A financial advisor has the experience and knowledge...
Apr 18, 2023 | Retirement Planning
Key points Financial Independence Retire Early: The FIRE Movement is a strategy to retire well before the standard age of 65. The movement promotes an aggressive savings strategy of 50% to 70% of your annual income. The FIRE Movement can be adapted to suit your own...
Apr 14, 2023 | College Planning, Financial Planning
switched to Series I bonds instead With the market and inflation going nuts, it’s hard to keep investing, so I’m temporarily diverting A parent can do a direct rollover from I-bonds to a 529 account, and then the funds can be used tax-free for much more than tuition....
