High income? You may still be unprepared for retirement.
Even if you are nearing retirement and have a large 401(k) or IRA balance, you may not have as much money as you think. Lots of people don’t realize that they owe taxes on their accumulations. You have benefited throughout your investing years by not having to pay taxes on contributions into traditional 401(k) plans […]
Financial Advisor Magazine names Azzad in 2019 RIA Survey and Ranking
FALLS CHURCH, Virginia (July 18, 2019) – Azzad Asset Management has been named in Financial Advisor magazine’s 2019 RIA Ranking. The report is an annual survey that ranks registered investment advisors (RIAs) based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth. FA’s RIA […]
Investing in the age of trade wars
A trade war between the United States and China broke out earlier this year, and markets responded with sometimes dramatic results. Rising tensions between the two largest economies in the world has led some to suggest that investors are about see the end of a decade-long bull market in stocks. Watch to hear portfolio managers […]
Preparing for the next recession
We’ve been talking a lot around the office lately about the next recession and how to prepare our clients for that eventuality. It’s part of our job at Azzad, making sure we’re looking ahead to the next big thing or market-moving event. And it’s only natural to talk about what might be ahead because we’re […]
Qualified Retirement Plans
Small business owners and sole proprietors have many needs, and one of the biggest needs is retirement. Studies show that many Americans are likely not saving enough. They’re also paying more in taxes than they would if they used a qualified retirement plan.
How to avoid this common IRA rollover mistake
The once-per-year limit on IRA-to-IRA rollovers is a terrible trap for unwary taxpayers. It’s easy to fall into, but also easy to avoid. Here is the rule: If you receive a distribution from an IRA, you cannot roll that distribution over into any IRA if the distribution is received by you less than 12 months […]
Top three reasons to hold a vacation home in an LLC
If you’re in the market for a vacation home, an LLC could be a smart way to own that property. An LLC, or limited liability company, provides the tax planning and ownership flexibility of a partnership along with the liability protection of a corporation. In most states an LLC can be formed for non-business purposes, […]
Setting up a Child IRA
It’s normal for parents to worry about their kids. Although young children’s retirement isn’t an immediate concern, smart parents can help their kids get a head start on saving for retirement by setting up a Child IRA. Here’s why it’s a good idea. There’s no lower age limit when it comes to starting an IRA. A […]
Mid-Cap Value Portfolio Fact Sheet
How to start—and stick to—a budget
Deciding to make a budget is an important step in taking control of your finances. The next step is figuring out how to make a budget that’s right for you. These four steps can help you create a budget that you can stick to. 1) Figure out how much you’re currently spending Without knowing this […]
