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You are here: Home / Archives for Miscellaneous / Retirement Planning

Investing Rules Regardless of Investing Model

May 23, 2021 By Lowell Herr

There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

The Argument for Self-Management

September 9, 2022 By Lowell Herr

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

Secure Act 2.0 IRA Charitable Annuity

February 22, 2024 By Lowell Herr

Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program.  I’m providing several links for interested readers in this one-time charitable contribution of $53,000.  The idea is the following.  An individual is permitted to make a one-time contribution of $53,000 (will likely

Filed Under: Critical Material, Retirement Planning Tagged With: Critical Material, Retirement Planning

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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