What is SmartDeposit? Smart deposit is an automated cash investment tool that helps you optimize the amount you invest with the amount of cash you hold in your checking account with which you use to pay bills. This enables you to maximize your investments as well...
Limitations for contributions: Anyone under the age of 70 ½ and who has earned income is able to contribute to a Traditional IRA. However, the tax deductibility of those contributions depends upon an individual’s income level and if the individual, or their spouse, has access to...
In a recent article on Bloomberg.com, Ye Xie discusses one winner in the Brexit rout. Over the past few days, managed futures funds were one of the few investment classes to boast positive returns. One fund, AQR Managed Futures Strategy Fund, rallied 6.3% in the...
How to open a Joint account at MyRoboAdviser.com A Joint Account is designed for couples or family members who want to share ownership of a single account. It operates in similar fashion to a single account, only there are two account holders that have ownership and...
With the April 17th deadline for filing personal income taxes rapidly approaching, last-minute filers have just a few days to finish their 2017 taxes and make contributions to your IRA for the 2017 tax year. This year is unique in that the actual tax filing...
Unfortunately, tax season tends to be a haven for those looking to take advantage of unsuspecting individuals. Many times this can occur when someone tries to file a fraudulent tax return in your name. Some have reported receiving a call from a phony Internal Revenue...
It’s no secret, robo-advisers are on the rise. A robo-adviser is an online wealth management service that provides automated, algorithm-based portfolio management, often at less than half the fees of traditional brokerage services. These newer services are expected to manage as much as $2.2 trillion...
Thousands of high school and college kids are graduating this spring, diplomas in hand, ready to head out into the world, pursue their dreams or start their careers. The fact is that while we consider our schools as "educational" institutions, many students coming out of...