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Today’s investors are branching out beyond traditional retirement accounts to invest in real estate, limited partnerships, derivatives and similar investments. While generally permissible, investments in these nontraditional investment alternatives raise tax and legal issues that must be resolved before any contemplated investment is completed.
IRA Owners Are Seeking Alternative Investment Opportunities Traditional investments in individual retirement accounts include stocks, bonds, certificates of deposit, money market funds and mutual funds. Some IRA owners, however, may also desire to invest in real estate, limited partnerships, derivatives and similar investments. While generally permissible, investments in these nontraditional investment alternatives raise tax and legal issues that must be resolved before any contemplated investment is completed. To Die With or Without an IRA, That Is the Question Although today’s interest rates are much lower than they were in 1982 when Individual Retirement Accounts were first made available, the IRA still remains a useful and relatively uncomplicated method by which people can accumulate a sizeable nest egg. But while an IRA may be a great financial planning vehicle, it is not necessarily good estate planning to die owning one. Planning Your Financial Future in a Divorce In today’s fast-paced, dot-com world, future benefits such as nonvested stock option plans, restricted stock plans and other types of employee benefits are commonplace. Unfortunately, so too is divorce, and when the two subjects are intertwined, the net result can be tricky for the divorce practitioner. Take It to the Bank There is renewed interest in the various forms of saving available right in one’s own community, at neighborhood banks. The savings methods offered at community banks are convenient, familiar and user-friendly and, in most instances, relatively free of risk.

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