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  1. Investing in a Rising Tax Environment – 2015

    Headlines

    Wed, 1 Apr 2015

    instance, an investor who maintains a Roth IRA should consider this year making a nondeductible contribution to an IRA and rolling that contribution over to the ..... maximize contributions to tax-qualified IRA and 401(k) accounts. At some point

  2. Rolling OVER a cashed out fixed annuity to an IRA

    Commentary

    Wed, 1 Apr 2015

    answer to rolling over a Fixed Annuity into an IRA . Rolled over most of my 403 B to a traditional IRA . Invested 10,000 of this money into a fixed ..... cash it out and put the money into an existing IRA without having to pay any money to the IRS?

  3. Time to Bail out of Perkins Midcap Value (JMCVX)

    Commentary

    Wed, 1 Apr 2015

    I hold Perkins MidCap Value Fund (JMCVX) in my IRA at Fidelity. I have been with this fund for almost a decade ..... Fidelity) Since, I hold a large amount of this fund in Rollover IRA , I will be planning to liquidate this fund 5% at a time, so

  4. PIMIX

    Commentary

    Tue, 31 Mar 2015

    I presently have my accounts with Etrade- 1 taxable and 2 IRA -mine and my wife's. As I am getting close to having to start thinking about my first RMD which will be due by Dec, 2016

  5. Emerson Ele. (EMR)

    Commentary

    Tue, 31 Mar 2015

    56.62 with a mid way price of $62.44 between 52 week high and low. Dividend is around 3% and stock share count has been down for last few years.This would be a buy and watch stock for my IRA . What say you smart people? Thanks Copie

  6. A Trad. IRA can become too large by 70.5

    Commentary

    Sun, 29 Mar 2015

    A TIRA (Traditional IRA ) can become too large by age 70.5! I’m 69. My wife is 60. When ..... generations. http://www.rollover.net/Inherited-Roth- IRA -Stretch- IRA .htm Please point out any mistakes in my MAX TIRA rule and other

  7. Can the Bucket Retirement Portfolios Go on a Diet?

    Headlines

    Sun, 29 Mar 2015

    "What about a target-date fund instead of buckets two and three?" "I have a traditional IRA , a Roth IRA , and a taxable brokerage account. Does that mean I need nine buckets?" These questions--and variations on them

  8. Bond Funds

    Commentary

    Thu, 26 Mar 2015

    Deciding between VFIJX or VBTLX in a IRA . Guidance would be appreciated. Bernard

  9. What Every Investor Needs to Know About Basis

    Headlines

    Wed, 25 Mar 2015

    Any deduction that cannot be taken in the year of the donation can be carried forward up to five years. Convert a Traditional IRA to a Roth These accounts are among the best tax-planning tools available, says Paul S. Lee, a wealth manager with AB Bernstein

  10. IRA book suggestion

    Commentary

    Tue, 24 Mar 2015

    I want to buy a book that has a lot of detail regarding the Roth conversion decision. The Roth Revolution: Pay Taxes Once and Never Again by James Lange, CPA looks like a good one but it was published in 2010.  I'd like something more current.  Preferably by someone who can look into the future and

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