posts by admin - 20/22 - Beacon Hill Investment Advisory, LLC

Top 2 Ways To Increase Returns

Top 2 Ways To Increase Returns Increasing your portfolio returns can help improve your odds of achieving your goals, here are a few things to think about; 1.) Change your level of risk Conservative portfolios can increase their long term expected returns by increasing their level of risk. Aggressive portfolios can increase their long term …

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Top 4 Mid-Year Money Moves

Top 4 Mid-Year Money Moves The middle of the year makes a good time for checking up on your investments and retirement plans. Here are a few things to review 1. Asset Allocation Equities have gone down the first half of this year, how has that affected your asset allocation. No matter the investment theory …

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Top Ways to Check on your Broker

Top Ways to Check on your Broker In choosing a broker or Investment Advisor, it’s always wise to do a bit of research on their background. 1. Check licensing and regulatory history Check the background at http://www.sec.gov/investor/brokers.htm.  Examine: Litigation/regulatory disclosures Whether they are acting as a Registered Rep (broker) or Investment Advisor Rep. A Registered Rep …

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Why Not to Convert to a Roth

Why Not to Convert to a Roth Roth IRAs are taxed when you contribute to them instead of when withdrawals are made. You can also convert Traditional IRA assets to Roth IRAs. This makes less sense if; 1. Your tax rate will be lower when you withdraw the money. Compare the tax rate you’ll be …

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Top 3 Reasons to Convert to a Roth

Top 3 Reasons to Convert to a Roth Roth IRAs are taxed when you contribute to them instead of when withdrawals are made. This year, anyone can convert their Traditional IRA to a Roth. Why would you want to? 1. You aren’t forced to take Required Minimum Distributions 2. If you believe your tax rate …

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