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Sue Stevens

  1. More on Plans for Retiring Entrepreneurs

    Two weeks ago my colleague Sue Stevens gave an overview of tax-sheltered retirement plans for entrepreneurs. In this follow-up piece, I'd like to dig a bit deeper into some of the options available, point you toward institutions that can handle the more complex plans, and discuss investing your ...

  2. Morningstar's Risk Control Week

    June 14-18 on Morningstar.com

  3. Finding Investment Treasures in International Markets

    Welcome to Morningstar, where we're dedicated to helping you understand and analyze stocks, funds, and your own portfolio. We have a staff of more than 100 analysts covering  1,500 stocks and 2,000 mutual funds ; some of the best investment tools on the Internet; and an unrivaled reputation for ...

  4. How to Control Your AMT Exposure

    Like those Sudoku puzzles that have begun popping up in every newspaper and magazine you pick up, the Alternative Minimum Tax (AMT), which I discussed in a recent column , is a matrix of different variables that can be hard to get your head around. The fact that the AMT depends on so many different ...

  5. How to Control Your AMT Exposure

    Like the Sudoku puzzles that seem to appear in every newspaper and magazine you pick up, the Alternative Minimum Tax (AMT), which I discussed in last week's column , is a matrix of different variables that can be hard to get your head around. The fact that the AMT depends on so many different ...

  6. 401(k) Rollovers Made Easy

    We're nomads. No, I don't mean that we're loading up the family truck each weekend in search of a new place to call home. I'm talking about our jagged career arc. We don't stay put in one job for years and years like the generations before us. We're on the move. In fact, data suggests that the ...

  7. How to Handle Beneficiary Designations

    The decision about how to designate beneficiaries for your company retirement plan, life insurance policies, and other assets might seem like a no-brainer. Chances are you would like those near and dear to you to inherit any money you've accumulated during your lifetime, so making sure that happens ...

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