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  1. Vanguard Health Care VGHCX

    Commentary

    Fri, 19 Sep 2014

    I am having difficulty deciding where would be more tax efficient to add VGHCX (Vanguard Health Care), taxable account or IRA account? Turnover rate 21%. TCA 1.4 -2.8. Would appreciate your comments.

  2. IRA Beneficiary

    Commentary

    Fri, 19 Sep 2014

    I know my IRA will eventually be taxed. In the event of my death would there be any tax advantage or disadvantage in naming a family trust as

  3. Not sure whether to keep same IRA fund or switch

    Commentary

    Thu, 18 Sep 2014

    Currently I have my IRA in JANBX but i'm only 30 years old. I have about $15,000 and basically max it out each year. That fund seems to be pretty

  4. The Error-Proof Portfolio: 6 Asset-Allocation Pitfalls to Avoid

    Headlines

    Thu, 18 Sep 2014

    approximations. Pitfall 3: Not Factoring in Asset-Location Issues If all of your money were in a single account, such as an IRA , making sure that account aligns with your asset-allocation target would be pretty straightforward. But for most of us

  5. tax efficiency of traditional IRA in retirement

    Commentary

    Wed, 17 Sep 2014

    else a ROTH conversion account (with a mandatory five year wait before it can be cashed without penalty). Since these are IRA accounts from work there are a variety of funds in them. I can see leaving GNMA there, possibly the bonds, as well the High

  6. Indirect IRA rollover

    Commentary

    Wed, 17 Sep 2014

    on Personal Finance) I'm about to use IRA funds as a short term loan to myself. No ..... I've spoken to Vanguard (where the IRA 's are now) and they have advised that ..... this before and honestly, have always kept IRA money out of any considerations, so maybe

  7. Indirect IRA rollover

    Commentary

    Wed, 17 Sep 2014

    I'm about to use IRA funds as a short term loan to myself. No ..... I've spoken to Vanguard (where the IRA 's are now) and they have advised that ..... this before and honestly, have always kept IRA money out of any considerations, so maybe

  8. State tax on trad. IRA ??

    Commentary

    Tue, 16 Sep 2014

    I live in Mass and in early 80s we used to pay state tax on IRA contributions.Some time in mid to late 80s we stopped paying state tax. Now how can we deduct those contributions from state

  9. For Fund Companies and Brokerages, Plenty of Room for Improvement

    Headlines

    Sun, 14 Sep 2014

    different providers has been challenging. "As part of my overall diversification strategy, I have multiple accounts (Roth, IRA , taxable, charitable trust, etc.) at Fidelity, Schwab, and TD Ameritrade," the poster said. "They all share the same

  10. Peters: Don’t Be Scared by Scotland

    Video Reports

    Fri, 12 Sep 2014

    cumbersome, and you lose the value of the tax until you get to claim the credit. And if it's in a tax-deferred account like an IRA , then those withholding taxes--whether they are Canadian or Swiss or German or whatever it happens to be--they're just

    ira found at 1:42

    claim the credit. And if it's in a tax-deferred account like an IRA , then those withholding taxes--whether they are Canadian or Swiss or German or whatever it happens to be--they're just a deadweight loss. So,
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