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Build Your Legacy
(McNeely Content/Financial Strategies)
... remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds, custodian accounts for minors, section 529 college savings plans, sophisticated trust solutions] ...
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Manage Your Assets
(McNeely Content/Financial Strategies)
Tags: [investment alternatives, Professional Asset Management, fixed income, equity, Alternative Investments, eal estate, private equity, commodities, managed futures, structured products, hedge funds, ...
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Establishing a Financial Safety Net
(McNeely Content/Blog)
... this is by setting up a cash reserve, a pool of readily available funds that can help you meet emergency or highly urgent short-term needs. How much is enough? Most financial professionals suggest that ...
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Trust Basics
(McNeely Content/Blog)
... legal entity that you create while you're alive to own property such as your house, a boat, or mutual funds. Property that passes through a living trust is not subject to probate--it doesn't get treated ...
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Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... are afraid to make a mistake with them. They may have an inheritance coming from their parents, but they are also concerned about their care. They may have some college funds for their kids, but are ...
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Funding a Business
(McNeely Content/Blog)
Aside from using your own funds and borrowing from friends and family, there are numerous routes that you can take, and each has its advantages and disadvantages. Here are some of the major options available ...
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The Roth 401(k)
(McNeely Content/Blog)
... if your vested balance is $5,000 or less. But if your payment is more than $1,000, the plan must generally roll your funds into an IRA established on your behalf, unless you elect to receive your payment ...
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Asset Allocation
(McNeely Content/Blog)
... to place a larger percentage of your funds in stocks of newer, growing companies that may offer higher return but involve a greater degree of risk. In contrast, another investor with a 5-year time horizon, ...
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401(k) Plans
(McNeely Content/Blog)
... example, a family of mutual funds). But it's your responsibility to choose the investments most suitable for your retirement objectives. Note: Special rules apply to SIMPLE 401(k) plans and "safe harbor" ...
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Recharacterizing IRA Contributions and Roth Conversions
(McNeely Content/Blog)
... of the original contribution to the original IRA) to the IRA to which the recharacterized funds are transferred. When an individual recharacterizes a Roth conversion, in effect, it is as though the conversion ...
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Free IRA Rollover Booklet
(McNeely Content/landingpage)
... or custodian of the IRA that you are creating to hold the funds. You then let your company’s retirement plan administrator know that you’ll be doing a direct rollover. (There is almost always a form to ...
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Homeowner Affordability and Stability Plan
(McNeely Content/Blog)
... Mac Using funds already allocated by the Housing and Economic Recovery Act of 2008, the U. S. Treasury is increasing its funding commitment to Fannie Mae and Freddie Mac. The Treasury is increasing its ...
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Spending Your Refund Check: Think Twice
(McNeely Content/Blog)
If you've received--or are waiting for--a sizable federal income tax refund, you're not alone. According to the Internal Revenue Service, over 100 million individuals received refunds last year, and the ...
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Investment Advice
(McNeely Content/Dental Professionals)
... are available, including reviews and evaluations of life, long-term care and disability insurance, fixed and variable annuities, and other alternatives for financial and estate planning. Mutual Funds A ...
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Why Use a Financial Advisor?
(McNeely Content/general)
... ensure adequate funds for current living expenses and future retirement needs. Wealth distribution – the proper allocation of assets to heirs. Good estate planning should provide for the orderly transfer ...
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Build Your Legacy
(McNeely Content/Financial Strategies)
... family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds. Education Funding Funding a child or grandchild's higher education ...
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Manage Your Assets
(McNeely Content/Financial Strategies)
... your long-term financial goals. Alternative Investments such as real estate, private equity, commodities, managed futures, structured products and hedge funds. The Raymond James Alternative Investments ...
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Monte Carlo Analysis
(McNeely Content/services)
... a certain set of assumptions, what is the probability that you will run out of funds before age 85? If that probability is unacceptably high, how much additional money would you need to invest each year ...
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Managed Accounts
(McNeely Content/services)
... separately managed account, you are the sole owner of each security held within your separately managed account. You also can place securities you already own in your SMA; with mutual funds, you can't. ...
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IRA’s
(McNeely Content/services)
... in stocks, bonds, mutual funds, certificates of deposit (CDs) and other alternatives, and having those investments reported on one statement. Choosing the right type of IRA How do you decide which type ...
