AMJ Financial Blog

Monthly Archives: June 2017

Roth IRA – To Convert or Not Convert in 5 Easy Steps

Are you considering converting your IRA or employer plan assets to a Roth IRA? You may be searching for ways to reduce your tax bill in retirement, and a Roth IRA can do just that. However, before you make any moves with your money, there are other tax implications you should consider first. One of… Read More

Market Commentary – June 19, 2017

All eyes on inflation! Inflation is the way economists measure changes in the prices of goods and services. The United States has enjoyed relatively low inflation for a significant period of time. Last week, the consumer price index indicated inflation had moved lower in May. Inflation is our focus because it is at the core… Read More

Beneficiary Checklist

After working your entire life to build a legacy, ensuring that your estate is handled properly once you’re gone should be a key consideration as you develop your retirement plan. Beneficiary forms play a critical role in how your assets are handled, and if they are outdated or filled out incorrectly, your assets could be… Read More

Market Commentary – June 12, 2017

Stock market historians may dub 2017 the Xanax year. Traditional historians will probably choose a different moniker. Stock markets in many advanced economies have been unusually calm during 2017, reported Schwab’s Jeffrey Kleintop in a May 15, 2017 commentary. The CBOE Volatility Index, a.k.a. the Fear Gauge, which measures how volatile investors believe the S&P… Read More

Market Commentary – June 5, 2017

The bull market in U.S. stocks is getting really old! In fact, this bull has been charging, standing, or sitting for more than eight years. In April, it became the second longest bull market in American history, according to CNN Money. There are some good reasons the stock market in the United States has continued… Read More

IRAs – Six Options for Retirement Plan Funds

Leaving an employer? Six Options for Retirement Plan Funds Accepting a new job or transitioning into retirement can be both exciting and overwhelming. Figuring out how to handle your current employer’s retirement plan funds may not be at the top of your priority list, but with several options to consider, it’s crucial that you take… Read More

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