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Posts by Mia Caldwell

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About Mia Caldwell
Mia Caldwell is a career coach and writer passionate about helping millennials navigate the evolving job market. With a background in human resources and a knack for storytelling, she shares insights on job titles, roles, and career paths to inspire others to find their true calling.
Cash Balance Plan: funding costs, actuarial fees, administrative expenses
Posted inEvaluating the Risks of Financial Plans

Cash Balance Plan: funding costs, actuarial fees, administrative expenses

A Cash Balance Plan involves various funding costs, including employer contributions, investment returns, and interest crediting rates, all of which are vital for financial planning and regulatory compliance. Additionally, actuarial…
Posted by Mia Caldwell 29/10/2025
Self-Directed IRA: account setup fees, transaction costs, annual fees
Posted inNavigating the Costs of Financial Plans

Self-Directed IRA: account setup fees, transaction costs, annual fees

Setting up a Self-Directed IRA involves various fees that can impact your investment strategy. Account setup fees typically range from £50 to £300, while transaction costs depend on the type…
Posted by Mia Caldwell 23/10/2025
Health Savings Account: setup fees, maintenance costs, investment fees
Posted inNavigating the Costs of Financial Plans

Health Savings Account: setup fees, maintenance costs, investment fees

Health Savings Accounts (HSAs) can offer significant financial benefits, but it's essential to be aware of the associated costs. Setup fees may range from £0 to £50, while maintenance costs…
Posted by Mia Caldwell 23/10/2025
Self-Directed IRA: investment risks, compliance issues, fees
Posted inEvaluating the Risks of Financial Plans

Self-Directed IRA: investment risks, compliance issues, fees

Self-Directed IRAs provide investors with the flexibility to explore diverse investment options, but they also entail significant risks, including market volatility and potential fraud. Compliance with IRS regulations is essential…
Posted by Mia Caldwell 23/10/2025

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