401k

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  1. portfolio allocation

    Commentary

    Thu, 26 Mar 2015

    posting. I need help with where to invest my money. Me 55 wife 47 $500,000 cash from sale of a home. 600,000 in 403b/ 401k 's. I would like to semi-retire in 2016. I want to take a year off and then work PT for the next 5years easily making

  2. PRWCX closed to new accounts or new investors?

    Commentary

    Tue, 24 Mar 2015

    PRWCX is closed to new retail investors. I have PRWCX in a 401k self-direct. So even though I'm not a "new" investor of PRWCX, if I go to buy it in my taxable or Roth account, I can

  3. Mutual Funds Adding Private Stocks

    Commentary

    Tue, 24 Mar 2015

    worth billions of dollars to acquire shares of these private companies that are then pooled into mutual funds that go into the 401 ( k )’s and individual retirement accounts of many Americans. With private tech companies growing faster than companies on the

  4. Converting to a Roth? Answer These 3 Questions First

    Video Reports

    Tue, 24 Mar 2015

    convert. Benz: So, don't raid some other 401 ( k ) or IRA. Slott: No. If you don't ..... converting. They probably don't have a big 401 ( k ) so far, or they are in a low tax bracket ..... option, they should be contributing to Roth 401 ( k )s as opposed to 401 ( k )s. Benz

    k found at 5:27, 7:08, 7:41

    the money from, then don't convert. Benz: So, don't raid some other 401 ( k ) or IRA. Slott: No. If you don't have it, don't do it. [Some people] say, "But I still like the idea of
    to a Roth, should be converting. They probably don't have a big 401 ( k ) so far, or they are in a low tax bracket. This is the opportunity of a lifetime to start building tax-free. I
    work, if they have the option, they should be contributing to Roth 401 ( k )s as opposed to 401 ( k )s. Benz: So, take advantage of that relatively low tax bracket, plus the long time horizon. How about the opposite? We talked about
  5. Annuity vs bucket approach

    Commentary

    Mon, 23 Mar 2015

    annuities (5 and 7 year) or Christine's "bucket approach". We can live comfortably on a 3.1% drawdown of our before tax ( 401k , rollover IRAs). Does anyone have a preference? On a related topic - as I mentioned above we need only a 3.1% drawdown

  6. Is the Do-It-Yourself Retirement Model Failing Us?

    Video Reports

    Sun, 22 Mar 2015

    everybody. The state will administer it, so it won't cost anything for small employers to set up a plan. It won't be a 401 ( k ); it will be an IRA. So, the administrative costs are low. The Obama administration has been trying to implement a national

    k found at 5:03

    for small employers to set up a plan. It won't be a 401 ( k ); it will be an IRA. So, the administrative costs are low. The Obama administration has been trying to implement a national version
  7. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    than waiting turned out to be a boon to his retirement portfolio. "This additional income helped me to continue to max out my 401 ( k ) at 15% plus 8% match plus the additional I could invest in a Roth IRA," Enoui wrote. "... Waiting to 70 for Social

  8. 55 percent ER increase, so leaving TIAA

    Commentary

    Thu, 19 Mar 2015

    and reasonable fees. I had rolled an old 401 ( k ) from Vanguard into Social Choice in 2012 ..... and even planned on rolling my current 401 ( k ) into it when I changed jobs. However, I am ..... they are not. People with 403(b) s or 401 ( k )s with their employers have little immediate

  9. Two-Fold Questions and Advice IRA'S

    Commentary

    Thu, 19 Mar 2015

    a 90%/10% AA in a Roth IRA be prudent for a 28 year old who is contemplating retiring between 2045-2050. He also has a 401 ( k ) at his firm. If not, what other funds do you recommend? Secondly, I have a small (little less than $17K) invested in

  10. Vanguard Target Date Funds for Roth IRA?

    Commentary

    Thu, 19 Mar 2015

    Need Advice, Would a V-TDF be an appropriate/prudent investment in a Roth IRA for a 28 year old who also has a 401k at his firm? All opinions/recommmendations would be appreciated. Regards, Lucca62

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