Blog tagged as Roth IRA

Where Should You Buy Bitcoin?

01/17/2025 12:21 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Where Should You Buy Bitcoin?
Different platforms, such as crypto exchanges, broker-dealer accounts, and retirement accounts, offer unique ways to buy Bitcoin, each with its own benefits and drawbacks. Understanding trading fees, custody options, and security features is key to making an informed investment decision.

5 Things You Need to Know About Self-Directed IRAs

07/30/2024 06:24 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things You Need to Know About Self-Directed IRAs
A self-directed IRA (SDIRA) offers greater investment flexibility, allowing for alternative assets like real estate and precious metals, but requires a higher level of responsibility and understanding of associated rules and fees.

Traditional vs Roth IRAs: Which is Better for You?

03/08/2024 01:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Traditional vs Roth IRAs: Which is Better for You?
When choosing between a traditional IRA and a Roth IRA it's important to look at the key differences between them.

Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.

Retirement Plan Options for the Self-Employed and Gig Workers

06/28/2023 12:18 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Plan Options for the Self-Employed and Gig Workers
Being self-employed or a gig worker doesn't mean your retirement plans need to suffer. There are many self-employed retirement options that can help with your finances later in life.

Capital Gains & Your Taxes: A Brief (But Important!) Guide

02/08/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. The amount of capital gains taxes you pay depends on a variety of factors. Here's how capital gains tax works and a few tips for reducing them.
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