Tax Efficient Methods of Making Charitable Gifts
Who This Applies To: Traditional IRA owners who are at least 70 1/2 Benefits to you: Making your charitable gifts directly from your IRA can... Read More →
Retirement
New Tax Law Changes the Math for Roth Contributions
Who this applies to: Those making supplemental employee contributions to 403(b) and 457 retirement plans Benefits to you: Designating contributions as Roth instead of pretax... Read More →
White Paper: The Case for Investing in the Water Industry
Read Clear Waters here, and email us at contact@collegiatecapital.com for a free consultation.
White Paper: The case for Roth supplemental retirement plans
Read Diving deeper here, and email us at contact@collegiatecapital.com for a free consultation.
White Paper: University retirement accounts and tax implications
Read Navigating your path to retirement here, and email us at contact@collegiatecapital.com for a free consultation.
Managing Risk in University Retirement Plans
When you invest, you take risks. For most people, risk is managed by building a diversified portfolio that holds different types of investments whose performance... Read More →
Addressing Fixed-Income Assets within the New UNC System’s Retirement Plans
Building a strong portfolio of accounts requires that its constituent parts be integrated into a cohesive whole. For example, if you have a spouse or... Read More →
What Is a Brokerage Trading Platform and Should I Use One?
Tier 4 of the new UNC System Retirement plan will provide you with access to thousands of new investment options. These additional options will be... Read More →
Summing Up the Changes Coming Your Way with the UNC System Retirement Plans
July 1, 2014 will bring significant changes to retirement plans offered by the UNC System. New plan participants will not be able to open accounts... Read More →
Important Changes to UNC System Optional Retirement Plan (ORP)
July 1, 2014 will bring significant changes. Beginning on that date, no new accounts will be allowed to be opened with VALIC or Lincoln Financial... Read More →
An Investment Process You Can Trust
How do you know you’re getting real value from your investment advisor? The details your financial advisor provides you should allow you to assess value... Read More →
Planning With the End Game in Mind
As Winston Churchill once said, “This is no time for comfort. It is time to dare and endure.” When you began your professional journey, you... Read More →
Longer Life – Retirement’s New Reality
It’s no secret—and certainly no surprise—that the average life expectancy in the United States has been steadily rising for well over a century now. With... Read More →