IRA Account & 401(k) Rollover Information
Open-ira.com is a free, educational website supporting consumer advocacy developed by a Certified Financial Planner specializing in wealth management, This site contains valuable information such as - research, information, and wealth management covering 401(k) rollovers, traditional IRAs, Roth IRAs, education IRAs, 529 plans, SEP IRAs, SIMPLE IRAs, Individual 401(k)s, mutual funds, bonds, stocks, as well as techniques to reduce your investment risk. Visit the site map and see why TheStreet.com considers this site to be one of seven other sites to visit beyond Morningstar. Learn about different types of IRAs for you or your business or how to properly rollover a 401(k). Visit the Mutual Fund Center to learn about mutual funds and how to set up a strategically diversified portfolio. You can even request a prospectus from over 600 mutual fund families with a single click. Visit the Future Value Chart to see how quickly your investment can grow in an IRA over a given period of time at different rates of return.
Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Individual 401(k)s, Education IRAs, and Qualified Plans are just pieces of the retirement planning puzzle and retirement planning is only one aspect of comprehensive financial planning. Financial planning is a process that allocates an individual's limited resources more efficiently to optimize current wants and needs while providing for future goals and objectives. The purpose of working with a Certified Financial Planner is to assist in the financial planning process by providing a level of knowledge, experience, and foresight beyond that of the individuals they represent with the objective of making better proactive decisions versus potentially costly reactive decisions. Essentially, a CFP® is the team captain collaborating with tax advisors, attorneys, investment advisors, insurance advisors, loan officers, employer's benefits personnel, etc. in an effort to identify inefficiencies, reduce risk, increase and protect wealth while enhancing the quality of life of those they represent. A word of caution. Not all financial planners are certified.
CERTIFIED FINANCIAL PLANNER™ certificants are
individuals who have met CFP Board’s education, examination and experience
requirements, have agreed to adhere to high standards of ethical conduct and
who complete CFP Board’s biennial certification requirements, including
continuing education, to use the certification marks CFP®,
and CERTIFIED FINANCIAL PLANNER™. A CFP®
practitioner is a financial professional authorized to use the CFP®
certification marks who has identified himself or herself to CFP Board as
being actively engaged in providing financial planning services. All
have voluntarily submitted to the regulatory authority of CFP Board.
If You Desire More Time to Pursue Life's Pleasures, Find Out How a Certified Financial Planner Can Help.
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