401k

  1. All
  2. Commentary
  3. Video Reports
  4. Headlines

Related Topics:

  1. fixed income asset allocation

    Commentary

    Thu, 29 Jan 2015

    the fixed income portion of portfolio, how should the funds be allocated. Currently I have, all in Mutual Funds: 49% in 401K Stable Value funds (I view as ST bond proxy) 24% in Cash 10% in International Bonds, which includes ~2% EM 5% Domestic

  2. Morningstar's 5-Point Retirement Portfolio Checkup

    Headlines

    Thu, 29 Jan 2015

    return with less volatility or with a lower-fee investment? When it comes to savings, you may be maximizing your company 401 ( k ) match, but is that really enough to fund a comfortable retirement? Many investors sorely need a yardstick. Given this lack

  3. A Roadmap for Assessing Retirement Portfolio Performance

    Headlines

    Wed, 28 Jan 2015

    take the lazy way out--opening up your 401 ( k ) and IRA statements each quarter, glancing ..... than to good investment performance. Your 401 ( k ) or IRA statements also may include information ..... allocation and/or investment selection. Many 401 ( k ) plans include target-date funds in

  4. Rebalancing Moves You May Need to Make

    Headlines

    Tue, 27 Jan 2015

    want to pay the most attention to it. Your allocation is one of the first pieces of information you'll get in a brokerage or 401 ( k ) statement, usually in the form of a pie chart. You can also use Morningstar.com's Premium Portfolio X-Ray or Instant

  5. Are You Holding Your Assets in the Right Types of Accounts?

    Headlines

    Tue, 27 Jan 2015

    tax-sheltered accounts like IRAs and 401 ( k )s. Meanwhile, if you have assets in ..... naturally use our retirement accounts ( 401 ( k )s and other company retirement plans ..... tax-sheltered accounts like IRAs and 401 ( k )s, these are good receptacles for higher

  6. Illinois Retirement Initiative Could Blaze a Path for Other States

    Headlines

    Mon, 26 Jan 2015

    employer regulatory burden. While sponsoring a 401 ( k ) can produce a heavy compliance burden ..... multiyear rollout period. Watt said that U. K . employers faced several challenges, including ..... many employees would benefit more from a 401 ( k ) than from a Roth IRA, as the former offers

  7. FI & Muni Allocation in a Taxable Account

    Commentary

    Mon, 26 Jan 2015

    in a taxable brokerage account, which represents the majority of my (& spouse's) net worth. We have fairly small IRA & 401K balances. We live in California and we are in the very highest tax brackets. Our asset allocation is 70% equities, 20% fixed

  8. new to AF

    Commentary

    Sun, 25 Jan 2015

    Hi New to AF and my employer has a 401 ( k ) profit share plan. it says no plan fees on the statement but am I paying a sales charge on top of the expense fee? Also I have

  9. Where Would You Put It?

    Commentary

    Sat, 24 Jan 2015

    My 401K is in a Life cycle 2020 fund currently having the allocations listed below. These are the only funds available to us and there

  10. Keep More Retirement Income

    Headlines

    Thu, 22 Jan 2015

    pay on certain withdrawals, like those from traditional 401 ( k )s and IRAs. “It’s not what you earn that counts, but how much you get to keep after tax,” says ..... for certain sources of retirement income, such as some 401 ( k ) plans and pensions (and several states have no state

« Prev12345Next »
Content Partners