Ramon Vicente Berenguer

Ramon Vicente Berenguer
Displaying 89 results
Dividend investing for beginners 
GUIDES FEB 14, 2024
Dividend investing for beginners 

In the short term, regular returns from dividend-paying stock are an attractive prospect. But is investing in dividend stock a viable long-term strategy?

How to buy stocks for beginners 
GUIDES FEB 08, 2024
How to buy stocks for beginners 

So, you’ve decided to invest in stocks. But exactly how do you go about buying them? Here’s a helpful guide for beginning investors

What are Roth conversions? 
GUIDES FEB 07, 2024
What are Roth conversions? 

Roth conversions are among the most versatile financial strategies. See how Roth conversions can do good for retirement, investment, and tax planning

Revocable living trust: definition and role in estate planning 
GUIDES FEB 07, 2024
Revocable living trust: definition and role in estate planning 

Revocable living trusts are one of the most effective estate planning tools. How do they work? Get to know more here

How to invest in stocks: the ultimate guide for beginners 
GUIDES FEB 07, 2024
How to invest in stocks: the ultimate guide for beginners 

When you’re new to investing, getting into stocks can be difficult to navigate at first. Use this guide to get started on investing in stocks

How to become a registered investment adviser 
GO RIA PRACTICE MANAGEMENT FEB 06, 2024
How to become a registered investment adviser 

There are financial advisers, then there are Registered Investment Advisers. Find out what it takes to become one in this article

How is Taxation Done on Roth Conversions? 
GUIDES JAN 31, 2024
How is Taxation Done on Roth Conversions? 

Roth conversions, whether from a traditional IRA, 401(k), or as a backdoor Roth IRA offers several benefits. But what about the taxes on them?

What is the 5-year rule for Roth conversions? 
GUIDES JAN 24, 2024
What is the 5-year rule for Roth conversions? 

Know more about the 5-Year Rule for Roth conversions to maximize your retirement savings

Understanding in-plan Roth conversions 
GUIDES JAN 24, 2024
Understanding in-plan Roth conversions 

Here are some rules and pointers for in-plan Roth conversions that every financial adviser should know

Why the 401(k) is the best investment for employees 
GUIDES JAN 24, 2024
Why the 401(k) is the best investment for employees 

The 401(k) plan is the retirement plan of choice for employees. Find out why in this article