Table of Contents: What is a Roth IRA How Does a Roth IRA Work? How Roth IRAs Differ from Traditional IRAs Roth IRA Contribution Limitations How Roth IRAs Differ from 401(k)s and Other Investment Options Who’s Eligible for a Roth IRA? How Much Does a Roth IRA Earn? Can You Lose Money in a Roth …

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Table of Contents: What Is a 401(k)? Understanding 401(k) Plans: Fees, Vesting, Penalties, and Investment Options Learn How to Calculate Your 401(K) Rate of Return Assessing the Performance of 401(k) Returns What Is a Good 401(K) Rate of Return? Caveats To Growing Your 401(K) Exploring Various 401(k) Investment Strategies Why Choose Life Insurance? Most advisors …

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Table of Contents: What You Need to Know about the 7702 Plan What Is an IRC 7702 Plan? 7702 Plans Compared to Traditional Retirement Accounts Pros and Cons of 7702 Plans Section IRC 7702 Changes Is a 7702 Plan Right for You? What You Need to Know about the 7702 Plan Many insurance agents market …

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  TABLE OF CONTENTS: What is Bank on Yourself? How Does Bank On Yourself Work? The Advantages of Bank on Yourself The Disadvantages of Bank on Yourself Discover Whole Life Insurance Through The Perpetual Wealth Code Instead   Early on in my trek to developing and applying the Perpetual Wealth Code™, I was approached by …

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We have talked about what whole life insurance is – now we want to talk about why you should own participating insurance. This is a sound strategy for those with patience and the know-how to make their insurance work for them. Tables of Contents: Tax Code Favors Participating Whole Life Preparing For Your Retirement Avoiding …

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Table of Contents: How 529 Plans Works How Permanent Life Insurance Works Pros of Using Life Insurance for College Cons of Using Life Insurance for College What Are the Pros and Cons of the 529 plan? How To Decide What To Do How 529 Plans Works State-run 529 plans are kinda like those Roth 401(k)s …

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As a child, Dr. Ethan suffered miserably with migraines. Numerous doctor visits, CT scans, visits to specialists, drugs… nothing fixed the problem. As a last resort, his mother took him to a chiropractor who started adjusting his neck and “saved his life!” After that, Dr. Ethan fell in love with chiropractic. His career choice was …

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The marketing practices of many life insurance companies require new agents to refer family and friends early on in their training so they can quickly generate commissions as well as profit for the insurance company.  This training practice encourages the sale of life insurance products that may or may not be in the best interest …

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The savings rate in the US has been going up a bit recently but it’s still lower than what it should be. Generally speaking, people aren’t saving enough money to have financial peace of mind. But, when someone does save money there are a host of decisions to be made on how to keep that …

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Meet José and Theresa Olivieri from Ohio! José is a truck driver and has been driving for JB Hunt the past 18 years. As a local driver, he rarely leaves the state. Typical loads consist of retail goods, fertilizers, “Pretty much anything except poisons or explosives.” He also hauls rail containers usually from California occasionally …

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