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Today, using the choices my wife and I have made, I’ll show you how to find a combination of stocks and bonds that is likely to work for you. https://lnkd.in/gHRuWyXe #PaulMerriman #Soundinvesting #mutualfunds #investing #personalfinance #financialeducation #financialplanning #investments

Looking back over the past decade the growth in risk transfer has been phenomenal. Nearly £50bn in bulk annuities last year is a huge number impacting retirements for so many people, and a record of course. Yet it's still comfortably under 4% of the asset base of private sector DB schemes - showing just how far this journey we're on still has to run and how much more the market may grow in the coming years. https://okt.to/ritqxs #Pensions #RiskTransfer #BuyIns #BuyOuts

It is highly recommended that you reinvest dividends. https://lnkd.in/gtHRBkJZ #Dividends #MoneyManagement #CashFlows #Investment #FinancialAdvice

It is so important you reinvest dividends. https://lnkd.in/gtHRBkJZ #Dividends #MoneyManagement #CashFlows #Investment #FinancialAdvice

Learn about the latest insights on "corporates and trapped surpluses" for 2024 valuations, including practical strategies such as escrow arrangement, adjusting contribution mechanisms and leveraging excess funds for ongoing expenses. Ensuring a proactive approach is key to avoiding surplus challenges. Discover more at: https://okt.to/qNSsep

Trading Futures🤝Tax Benefits Trading futures in a self-directed IRA with EdgeClear can bring the same tax advantages as a traditional IRA, making trading profits tax-free through a Roth IRA. We are partnered with Midland IRA to help you to diversify your retirement account. Not to mention, our 5-star broker team that will be with you every step of the way… ⭐Get started at https://lnkd.in/gWxz25Qy #FuturesTrading #IRA #FuturesBrokers Disclaimer: Derivatives trading involves a substantial risk of loss and is not suitable for all investors.

It’s time to think beyond today! 📈 Start building wealth that your family can rely on for years. 1️⃣ Real Estate – Start with smaller properties and let equity work for you. 2️⃣ Index Funds – Go for steady, long-term stock growth. 3️⃣ Trusts & Annuities – Protect what you build. Let’s build a future you can be proud of! #FinancialPlanning #LegacyWealth #RealEstateTips #InvestSmart #SecureTheBag #FutureGoals

5 Year-End Tax-Planning Strategies to Consider Before... - Ticker Tape - The Ticker Tape

https://lnkd.in/dAGUurA2 The beauty of a ROTH IRA and how it can be transferred over into a Self Directed IRA to buy real estate, lend out in the form of promissory notes, to buy precious metals and to buy more publicly trading companies. Stocks aren’t the only thing an IRA can yield returns in.

Gold IRA vs 401K (Which Is Best For You?) In this video, we will discuss gold retirement accounts for senior citizens and the pros and cons of gold IRAs. https://lnkd.in/gRWC5tJx