Top Year-End Investing Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a
Azzad Asset Management
December 3, 2020
9:43 am
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Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a
After languishing for several months in bureaucratic limbo, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20,
It’s hard to believe we’re fast approaching the end of 2019, but it’s true. Here are four things to consider as you weigh potential tax
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
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
People don’t often think of the IRS as their friend. But there is at least one taxpayer-friendly thing the IRS is known for: its process
You’re probably familiar with traditional 401(k) plans, and we hope you know about Roth IRAs as well. (If not, check out these 5 things you
The end of the year is full of deadlines for your financial matters. Here are three of the most important to-do items when it comes
The end of the year will be here before you know it. Consider making the following IRA tips into New Year’s resolutions and start 2019
With the lure of tax-free distributions, Roth IRAs have become popular retirement savings vehicles. According to the 2017 Investment Company Fact Book, about 17.4% of
Only 13% of retirement savers maxed out their 401(k) contributions last year. Were you one of them? One great thing about saving for retirement in
By Ehab Alalfey Azzad Investment Advisor Fresh off a trip to an IRA conference organized by consumer advocate and IRA expert Ed Slott, Azzad’s Ehab
Which should you use for your financial goals? Mutual funds have been long been the choice for investors seeking professional money management. When you buy
When money gets tight, you might start thinking about raiding your retirement nest egg. Before you do, we urge you to consider how much it
Azzad has been working with Charles Schwab to make the portfolios in the Azzad Ethical Wrap Program available in its retirement plans. If your employer
Do you have a 401(k)? Ever wondered if you could roll over that account into a Roth IRA? You might be surprised to hear that
Do you know how much you’re allowed to contribute to your IRA each year? Are you periodically tracking your deposits? Contributing more than the permitted
The IRS allows you to correct most errors. However, there is one error you cannot fix that could seriously harm your retirement funds. It’s a
Not long ago, the North American Securities Administrators Association (NASAA) issued a warning to investors about custodians who handle self-directed individual retirement accounts (IRAs). A
On April 6, 2016, the Department of Labor (DOL) issued new “conflict of interest” rules regarding financial advice as it relates to retirement plans and
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