Transfer My Pension

It is important to make good choices when it comes to saving for your retirement. Having a Financial Planner or Accountant review your current portfolio and your goals for the future is the first thing you should do; as they can help you determine investment vehicles that align with your risk tolerance and savings objectives.

But where do you start? Which retirement plans should you focus on? What are the differences between the various retirement plans out there?

Many Advisors would agree; that if the company you work for offers a 401(k) plan, a pension plan or a 403(b), you should take … Continue Reading

The recent whipsaw gyrations of stock markets worldwide have kept many an investor on pins and needles lately. Since the beginning of 2008, the US stock market has shed over 40% of its value, with trillions of dollars being lost. IRA and 401k investors are especially worried that their retirement funds won’t be there when needed, and for good reason. Much of their investment capital is tied up in mutual funds, and recently they have helplessly watched in horror as their savings evaporated.To cut their losses, many investors have liquidated their accounts and moved into cash. Such a move does … Continue Reading

  There has never been a better time to be invested in residential real estate…..NEVER     As Warren Buffet likes to say, buy while the blood runs in the streets. That’s what we do with residential real estate and now is the time for you to get top dollar guaranteed returns for your 401K. But you don’t own the property, you own the mortgage. And if you are not as stupid as the commercial banks that got caught with their pants down last year, you can have a very secure investment.   I buy and sell single family … Continue Reading

A SIPP is a type of pension plan. A SIPP differs from a traditional pension plan as it allows you greater control as to how to invest your funds and when and how they can be taken as retirement income. How the SIPP investments are managed is up to you.

There are four ways to manage the funds. You can manage the investments yourself. If you wish to purchase shares directly you will need to appoint the services of a stockbroker who will charge you accordingly. You may wish to appoint the services of a stockbroker … Continue Reading

Are you a British expatriate who is tired of all of the government regulations that are holding your pension funds out of your reach? Do you wish there was a way for you to access your money more easily, without requiring you to pay high taxes on the money you do use? Because you are a British citizen who is currently living overseas, you have one option that most UK citizens do not have.
You can invest your money in a Qualified Recognised Overseas Pension Scheme, otherwise known as a QROPS. QROPS funds are foreign investment funds that have been … Continue Reading