by lportee53 | Jun 5, 2024 | Retirement
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 32 million households.1 Both...
by lportee53 | Jun 3, 2024 | Weekly Insight
Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Crossroads Financial Advisors Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news...
by lportee53 | May 29, 2024 | Estate Planning
Grantor Retained Annuity Trusts (GRATs) Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including older tools. You...
by lportee53 | May 27, 2024 | Weekly Insight
Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Crossroads Financial Advisors Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies...
by lportee53 | May 22, 2024 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
