Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting special seminar/workshops in San Rafael, Tuesday May 21 at 7pm at the Embassy Suites and on Thursday, May 23 at Four Points Sheraton in Emeryville at 7pm. Co-hosting the event will be long time radio personality and estate planning attorney Len Read More >
Blog
Protect Retirement Funds from IRA Penalties
IRA Financial Group, the leading provider of self directed IRA LLC solutions announces the establishment of its Prohibited Transaction Protection Services. IRA Financial Group’s Prohibited Transaction Protection Services is focused on isolating IRA assets into special purpose limited liability companies (“LLCs”) so Read More >
Learning How To Invest After Divorce
Although divorce is never a pleasant experience, with a little perspective it can be viewed as yet another unexpected opportunity to redirect your financial future,” says expert stock market trader and founder of the Wealthy Investor program, Tyrone Jackson. Jackson teaches Hollywood actors and anyone who’s interested Read More >
Simplify the Traditional vs. Roth IRA Decision
WMSI is pleased to introduce the IRA Selection Tool, a highly engaging web-based tool that helps users determine whether a Traditional or Roth IRA is a more suitable option relative to their personal financial situation. Comprehensive and mobile friendly, the IRA Selection tool calculates maximum contribution levels Read More >
Jump Start Your College Savings
Through May 31, enter the 529 College Savings Day Giveaway to win a $5,000 college savings account from Virginia529 College Savings Plan (Virginia529), the independent state agency which sponsors Virginia’s 529 programs. In celebration of 529 College Savings Day (529 Day), May 29, Virginia529 will award two $5,000 Read More >