New Focus on Wealth with Chad Burton

Interest rates jump to 2.35% and certain bonds have declined over -6% in a matter of weeks. Have you reviewed the bonds in your 401k?


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Interest rates have jumped since the elections, which means it’s time to review the bond choices in your 401k. But what are your options if your 401k choices are awful? I explain how you may have the ability to create a Fidelity BrokerageLink account inside your 401k or do an in-service 401k rollover. How are REITs being affected in today’s market? Other topics include:

  • What is the best corporation to form to reduce taxes when you have no other employees?
  • Tax saving strategies and other reasons to meet with your CPA before year end.
  • Which dividend stocks would I buy and hold forever?
  • Investing in the stable value fund of your 401k when receiving RMDs

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton

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