401k

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  1. New IRS ruling for conversion of 401K to Roth IRA

    Commentary

    Sat, 18 Oct 2014

    about the rules for tapping into 401K to fund Roth IRA? It seems confusing ..... allows big savers to use their 401 ( k ) accounts to fund Roth IRAs—without ..... advantage of the ruling, your 401 ( k ) plan must allow after-tax ..... Aon AON +1.30% Hewitt, a 401 ( k ) record keeper. Here’s how

  2. Pros and Cons of 2 Key Annuity Types

    Video Reports

    Sat, 18 Oct 2014

    ruling that will make the DIAs an allowable option within 401 ( k )s. You have said that you expect that to transform the ..... regulation will make buying insurance policies easier in your 401 ( k ) plan. There are limits on how much you can purchase

    k found at 4:47

    Treasury Department ruling that will make the DIAs an allowable option within 401 ( k )s. You have said that you expect that to transform the landscape for DIAs. Let's talk about that. Blanchett: Effectively, long story short, the regulation will make buying insurance policies easier in your 401 ( k ) plan. There are limits on how much you can purchase in the riders issued with the policy. But I do think we
  3. Why Private Equity Will Keep Beating the S&P 500

    Headlines

    Fri, 17 Oct 2014

    performance. Another issue that divided participants was the extent to which the hundreds of billions of dollars invested in American 401 ( k ) funds should be available to PE firms. Currently, they aren’t, though Monte Brem, partner and CEO at StepStone, a

  4. Open-Ended Mutual Funds and ETFs: The Shareholder Experience

    Headlines

    Fri, 17 Oct 2014

    index ETFs—tax advantage, intraday trading, trading at a premium or a discount to NAV—are either not meaningful to 401k investors (tax advantage) or pose opportunities that Fidelity believes are not in line with sound retirement-savings practices

  5. Another New Guy's First 401K

    Commentary

    Thu, 16 Oct 2014

    Hi, first post... I have just become eligible for my first employer-match 401k program and am trying to get some very basic general help and also perhaps some more specific advice regarding a few certain funds

  6. Portfolio for 401k rollover IRA

    Commentary

    Thu, 16 Oct 2014

    I have just retired with $500k in 401k . With a 10 year time horizon what should be my portfolio? My RMD will begin in 3 yrs and SS benefits will begin. Until then

  7. Roth or Traditional 401 ( K )?

    Commentary

    Wed, 15 Oct 2014

    jobs and new employer offers a 401 ( k ) that allows both Roth and traditional ..... accounts (trad. IRA and old 401k ). She is currently 31 and single ..... regard to Roth vs. trad. IRA/ 401k . Based on her only being able ..... better to continue with pre-tax 401k , or maybe start this new one

  8. A Few Questions...

    Commentary

    Tue, 14 Oct 2014

    questions regarding some investment assets. 1. My dad, 51, has about 15 to 20 years left until retirement. He has a few 401 ( k )s/pensions at different companies, and he's looking into an IRA rollover. He "believes" that he has too much money

  9. What Are We Doing to Our Young Investors?

    Headlines

    Tue, 14 Oct 2014

    growing use of automatic enrollment in 401 ( k ) plans, and the prevalence of TDFs as the default ..... it’s a triple-whammy. If their 401 ( k ) is their only serious savings: –they may have to cash out to meet basic living ..... stocks, including the stocks held in their 401 ( k ) portfolios, at the 2002 and 2009 market

  10. conversion to index funds

    Commentary

    Tue, 14 Oct 2014

    approach. This involves a fair amount of money as I'm an older investor. I'm focusing on qualified accounts at the moment ( 401k , IRA..). Is it as simple as.."sell what you have and make the move to a index-centric diversified portfolio" or is

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