Investment Management &
Financial Planning
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Common IRA Rollover Mistakes to Avoid
If you don’t know the rules of the game, it’s easy to get fouled out, and when it comes to IRA Rollovers, those fouls can cost you big money if you are not careful. It’s inevitable, at some point or another we might ditch
one provider, advisor or fund company for another. Or we may leave one job for a new one or simply retire. If you are planning to, or have already
initiated an IRA Rollover, watch out for these common mistakes, because one misstep can cost you dearly.
So what is a Rollover IRA? A rollover IRA is a special type of IRA that is used to receive distributions from an employer sponsored qualified plan, such as 401k, 403b, defined benefit or profit sharing plans.
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When it comes to estate planning, most people think that if they do not have significant asset all they really need is a Will. And while in some cases this may suffice, for many a Will alone will not do the job of dictating how your assets will be distributed after you die. Worse yet, your loved ones may end up getting less or not getting anything at all if you don't plan properly. This is where Trusts come into play. In this article you will learn the basics of Trusts as well as the common types of Trusts used.
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So what is Alpha and how does it relate to your portfolio’s performance? As an investor these are very important questions to ask so let’s explore the concept together. In " A Deeper Look At Alpha" written for Investopedia.com I discuss what it is, what it measures, and what you should know about it.
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Named 2008 Top 10 Most Dependable Wealth Managers for Women
in the US. Published in
Forbes Magazine.
In This Issue
Cathy Pareto, MBA, CFP®, AIF
Cathy Pareto And Associates, Inc.
2332 Galiano Street, 2nd Floor
Coral Gables, FL 33134
Tel: 305-728-7234
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Cathy Pareto & Associates, Inc.- Investment Management and Financial Planning
Tel: (305) 728-7234 info@cathypareto.com
http://www.cathypareto.com/