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Tag: financial planning
Kenneth Petersen, Financial Planning: Can I buy real estate inside my IRA?
2014-11-06 03:12:04| Footwear - Topix.net
Q Most of my money is in my IRA account. I found a good deal on a piece of real estate.
Kenneth Petersen, Financial Planning: The problem with the fiduciary standard
2014-10-16 04:23:17| Footwear - Topix.net
Q In a recent column you wrote about the evolution of financial advisers, the relatively new breed of independent financial advisers, and how different advisers are paid. Some work only for fees, some work for commissions, and some work for both fees and commissions.
Tags: problem
standard
planning
financial
Kenneth Petersen, Financial Planning: Q&A about the self-employed Solo 401(k) retirement plan
2014-09-18 02:39:38| Footwear - Topix.net
Q I am self-employed and several years ago, upon the advice of my financial advisor, I opened a "Solo 401 " retirement plan. This plan allows me to save more before-tax money each year than the SEP IRA plan I had before.
Tags: plan
planning
financial
solo
Real estate enters financial planning
2014-09-17 04:02:31| Real Estate - Topix.net
One of the country's biggest real estate agencies, Ray White, has stunned the financial services industry by setting up a financial planning arm at a time when the sector is suffering from a crisis in confidence following a series of scandals. An Australian Financial Services Licence is imminent and the family real estate business, which has a network of 750 real estate agencies across Australia and 500 mortgage origination brokers, is expected to open its financial planning business before Christmas.
Tags: real
estate
planning
financial
Kenneth Petersen, Financial Planning: My Investment Rate of Return
2014-08-28 13:55:46| Footwear - Topix.net
Q: A few years ago you wrote about different kinds of rates of return on investments, such as time-weighted rate of return and internal rate of return .
Tags: return
rate
planning
financial