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  1. Should I stay with Fidelity for all my accounts?

    Commentary

    Fri, 23 Jan 2015

    and have 2 13k Roths (my wife has one), a 40k traditional IRA , and a large 457 plan. All with Fido. The 457 plan has brokerage ..... CDs etc. After I retire I can move the 457 to a traditional IRA account. What is complicating it is to buy VG and T Rowe Price

  2. Form 5498 for rollover from IRA into TIAA-CREF RA ?

    Commentary

    Fri, 23 Jan 2015

    I did direct rollovers from an external IRA into my TIAA-CREF RA (aka. 403a) in ..... documentation that the money hat left my external IRA never made it to another qualifed account ..... 5498 is only issued for rollovers into an IRA . Even though the RA is qualified (and

  3. Real Estate’s Bum Rap

    Headlines

    Fri, 23 Jan 2015

    The only popular retirement plan that allows direct ownership of real estate is the self-directed individual retirement account . Unfortunately, the government discourages holding real estate this way by taxing it unfavorably

  4. Morningstar's Most Popular

    Headlines

    Fri, 23 Jan 2015

    Most Popular Articles Want Another Shot at a 'Backdoor' Roth IRA ? The Top 11 Performers of 2014 Announcing the Morningstar Fund Managers of the Year for 2014 A Prescription to Save the American

  5. Keep More Retirement Income

    Headlines

    Thu, 22 Jan 2015

    Viewpoints : Nine compelling reasons to consider a Roth IRA and Tax-savvy Roth IRA conversions . 2. Liquidation of taxable assets at ..... tax bill, for a total of $15,413, from a Roth IRA , which does not generate taxable income as long as

  6. 7 Myths That Could Trip Up IRA Contributors

    Headlines

    Thu, 22 Jan 2015

    SIMPLE, spousal, inherited, and SEP IRA accounts, as well as details about conversions ..... when it comes to deciding what type of IRA to invest in and what to put inside of it? The complexity of all of those IRA rules also leaves open room for a lot

  7. CORRECTED-COLUMN-Only small victories for retirement in Obama's speech

    Headlines

    Wed, 21 Jan 2015

    Chicago, Jan 21 (Reuters) - Remember Mitt Romney's huge IRA ? During the 2012 campaign, we learned that the governor managed to amass $20 million to $100 million in an Individual Retirement Account ,...

  8. Back Door Roth IRA Question

    Commentary

    Tue, 20 Jan 2015

    My daughter set up a regular IRA account in a Harbor Fund Money Market account with ..... 2014. As soon as it cleared, she did a back-door IRA "move" of the $5500 into an existing Roth IRA that she has with Harbor. The $5500 sat in the regular

  9. Is DDFIX more overbought than FUSVX?

    Commentary

    Sun, 18 Jan 2015

    following OEFs: VITPX vanguard extended market (my 401k) FUSVX fidelity 500 (hubby's 401k) VPCCX vanguard prime cap core (my IRA ) Given the significant overlap between VITPX and Fusvx, and given the recent addition of DDFIX, I want to exchange fusvx for

  10. Want Another Shot at a 'Backdoor' Roth IRA ?

    Headlines

    Sun, 18 Jan 2015

    Every article about the backdoor IRA maneuver--a way for high-income investors to fund a Roth IRA despite income limits--should carry two ..... backdoor maneuver if you have a lot of Traditional IRA assets, because you could trigger an unexpectedly

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