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14 Aug How MyRoboAdviser™ Calculates Your Performance Returns

Posted at 15:20h in How To's, Investing, Personal Finance by Admin 0 Comments

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How MyRoboAdviser™ Calculates Your Performance Return: What is a Time-Weighted Return? Time-weighted rate of return is a measure of the compound rate of growth of a portfolio. It is often the preferred...

07 Aug What is a Roth Conversion?

Posted at 19:38h in How To's, Investing, Personal Finance by Admin 0 Comments

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What is a Roth Conversion? A Roth conversion is the process when you convert your Traditional IRA to a Roth IRA. You generally will have to pay ordinary Income taxes on...

31 Jul What is SmartDeposit?

Posted at 20:26h in How To's, Personal Finance by Admin 0 Comments

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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...

17 Jul How My Robo Adviser™ Selects the ETFs in Your Portfolio

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When you open an account and set up a goal with My Robo Adviser™, a portfolio allocation is recommended to you based upon the personal goal that you established. Each portfolio,...

11 Jul What is the Difference Between a Traditional and a Roth IRA?

Posted at 13:37h in How To's, Investing, Personal Finance by Admin 0 Comments

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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...

05 Jul How to Access Your Quarterly Statement at My Robo Adviser™

Posted at 19:43h in How To's by Admin 0 Comments

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When you open your account with My Robo Adviser™, you receive quarterly statements which include holdings, balances and transactions that occurred in each account during the most recently completed quarter. A...

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14 Aug How MyRoboAdviser™ Calculates Your Performance Returns

07 Aug What is a Roth Conversion?

31 Jul What is SmartDeposit?

17 Jul How My Robo Adviser™ Selects the ETFs in Your Portfolio

11 Jul What is the Difference Between a Traditional and a Roth IRA?

05 Jul How to Access Your Quarterly Statement at My Robo Adviser™

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