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Category Archives: Investments

I Inherited an IRA Account. Now What?

By McCabe Rabin, P.A. |

The answer to that question depends on whether you inherited the IRA account from your spouse or someone other than your spouse, such as your parent, sibling, or close friend. You have more options if you inherited the IRA account from your spouse. If you inherited an IRA from your spouse, you can: Treat… Read More »

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What are the pros and cons of taking a 401K loan?

By McCabe Rabin, P.A. |

Many employers provide 401k plans for their employees. A 401k plan is a retirement savings plan where employees can save a portion of their pre-tax earnings. Taxes aren’t paid on the money until it is withdrawn from the account. Some, but not all, 401k plans permit employees to take out a loan against the… Read More »

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Tips for Protecting Your Investments

By McCabe Rabin, P.A. |

It’s your money. You worked hard to earn it. It’s taken years to save it. Now you need to protect it. Here are some tips to help you make more informed investment choices and protect yourself from investment scams. Check out the “salesperson.” Just because someone says they have a securities license doesn’t mean… Read More »

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Is Anybody Watching Your Broker?

By McCabe Rabin, P.A. |

The financial industry is highly regulated, and for good reason. People entrust their stockbrokers and financial planners with some of the most important decisions in their lives, namely, what to do with their hard earned life savings. Money is important, and especially for the elderly and retired, it cannot always be replaced. If money… Read More »

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Options 101: The Basics of Trading Stock Options

By McCabe Rabin, P.A. |

What Does it Mean to Trade Stock Options? Options are complex investments and can carry substantial risk. Before you decide to trade options, you should understand the basics. Options can be used with a wide range of financial products. This blog will focus on the most vanilla of examples, trading stock options. What are… Read More »

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Equity Compensation: Not Just for CEOs Anymore

By McCabe Rabin, P.A. |

Securities Fraud Lawyer Explains: Equity Compensation is Not Just for CEOs Anymore Equity compensation, also known as a stock award, is a form of non-cash compensation that represents ownership in a company. If the company does well and the value of its stock goes up, the future value of the stock award could be… Read More »

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Broker Obligations When Selling Municipal Bonds

By McCabe Rabin, P.A. |

When Selling Municipal Bonds What are the Broker’s Obligations Many brokers and customers mistakenly believe that municipal bonds are always a “safe” place to be. The recent debacle in Puerto Rico proves this is not the case. The law imposes special obligations upon brokers who sell municipal bonds. First, the broker must thoroughly research… Read More »

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ABLE Plans: Helping Families of Kids With Special Needs Save for the Future

By McCabe Rabin, P.A. |

Starting July 1, Florida families with children who have special needs will have another option available to help them save for the future costs of caring for their loved one. Florida’s ABLE United Program is one of four such plans nationwide. The ABLE (Achieving a Better Life Act) investment plan will allow families to… Read More »

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How to Make Sense of Your Monthly Account Statements

By McCabe Rabin, P.A. |

Brokerage account statements can be lengthy and complicated. Having a basic idea of what you are looking at, however, can help you spot mistakes, unauthorized activity, and even fraud. Here are the key types of information generally found on monthly account statements and some potential red flags that warrant follow-up with your brokerage firm…. Read More »

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What to Know Before Following your Broker to a New Firm

By McCabe Rabin, P.A. |

If you have been with your broker for a while, chances are you have developed a good relationship with him or her. If he or she decides to change brokerage firms one day, you will most likely be asked to follow him or her to the new brokerage firm. A good relationship with your… Read More »

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