Posted by Daniel Sentell in Financial News
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Do you have a good investment opportunity for your retirement funds? Just make sure that it’s not too good, because otherwise the government might feel bad.   What the Government Saw Here’s the deal. The GAO (Government Accountability Office) just released a study in which they took a good long look at IRA accounts and the amount of money in them. Of particular interest to the government were those IRAs that possessed assets in the millions of dollars. While good for investors, high value IRAs rankle the government because they contain a lot of taxable profit that is just sitting there untaxed...

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Posted by Daniel Sentell in Financial News
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Here are some of the latest must-read news items for retirement investors.   1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a bottle of bourbon to deal with it, may I suggest Eagle Rare.) If you’re a regular follower of this blog, then you most probably don’t want to hear we told you so. Let’s move on.   2...

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Posted by Daniel Sentell in Financial News
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In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from a low-pressure system, cold air by a different high pressure system, and a lot of rain provided courtesy of a hurricane. These factors combined to produce one doozy of a meteorological onslaught...

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Posted by Daniel Sentell in Financial News
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Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive reason: the alternative investments are actually quite conservative.   The realists of Wall Street have often cautioned against falling in love with stock picking. The latest “us v...

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Posted by Daniel Sentell in How To
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  Maybe it’s just a sign of the times, but in recent years we’ve seen a spate of articles dealing with early withdrawals from retirement plans. People are out of work, expenses are going up, and few people still have rainy day funds that they can tap. In general it seems that the proverbial ends have grown further apart than Senate politics. With that in mind, here are five ways that an account holder can legally access his/her retirement funds without incurring any penalties. 1. Have a really good reason. If the reason why you’re withdrawing funds from your retirement plan is a good one, (i.e...

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