Financial Education & Training to Improve Your Retirement
Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.
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72T Distributions: How to Take Early Withdrawals from your IRA
In this article, we examine 72T distributions. It’s no secret that Uncle Sam wants you to save for retirement. With IRAs, Roth IRAs, and 401(k)s, you can defer or avoid…
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What is Tax Loss Harvesting?
This strategy is known as tax-loss harvesting and it’s a common technique used by wealthy investors to reduce their tax exposure.
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Unwise Investment Decisions
This is the perfect example of an unwise investment decision. Last weekend a friend said to me, “I cashed out my entire 401(k) before the tech bubble, and Thank God!,…
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Should You Sell Your Company Stock?
Many people hold an oversized chunk of their portfolios in company stock. While it may be performing well, there is a large body of research that has shown that holding…
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When Should You Roll a Covered Call?
Covered call options are often pitched as a low-risk way to generate an income on a long-term stock position. While you boost income with a covered call, there can be…
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Tips for Managing Covered Call Positions
A covered call position is a great way to generate extra income from a stock portfolio. While the strategy is fairly straightforward, there are many nuances that can make managing…
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Covered Call Funds vs. Do-It-Yourself Covered Calls
Covered calls can be an excellent way to generate monthly cash flow while reducing your risk investing in the stock market. While covered calls have been available to individual investors…
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Should You Take Social Security Early?
More than a third of insured workers claimed social security benefits as soon as they became eligible in 2013, according to the Boston College Center for Retirement Research. The big question…
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Covered Calls Explained and Example
Are you new to trading options? This video teaches you to trade covered calls and provides you with a detailed example of the benefits, risks, and obligations of this strategy.
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How to Invest an Inherited IRA
Receiving an inheritance can cause a mix of emotions, and depending on the amount of assets, could have a significant impact on your lifestyle. While it may be tempting to…