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  1. Tax Question

    Commentary

    Wed, 20 Aug 2014

    protect some of these $. I also created an IRA account into which I rolled over my $ from ..... Question: Can I contribute more to my IRA to protect more 2014 $, or is there a ..... 401K contribution, nothing can go into the IRA . Appreciate some guidance.

  2. KMP, UBIT, and Quarterly Estimated Taxes

    Commentary

    Tue, 19 Aug 2014

    in a tax-advantaged account will owe huge UBIT upon sale due to recapture of deferred taxes. [FYI: Not me.] If your IRA (traditional or Roth)/401k etc sells now ('take the money and run'), does it/your broker/trustee have to send 2

  3. BDJ

    Commentary

    Mon, 18 Aug 2014

    some research and screening on CEFConnect, I found BDJ. Here is what I like about and thinking of exchanging it for VHDYX my IRA Roth: 1) 6.79% yield, close of 2014/08/18 2) Great portfolio of stocks! 3) Low expense ratio What I don't understand

  4. Pension plan options from old employer

    Commentary

    Mon, 18 Aug 2014

    My old employer is giving a limited time options on the pension plan: I can choose on of the following: Rollover to an IRA or another employer's qualified plan: $32,000 Take a lump sum cash distribution: $25,000 (after 20% tax withhelf

  5. An Overlooked Vehicle for Retirement Savings

    Headlines

    Mon, 18 Aug 2014

    maximum allowable company retirement plan and IRA deposits, and you've even begun saving ..... 000 to an HSA for 2014 (similar to an IRA catch-up contribution). Meanwhile ..... traditional 401(k) or deductible traditional IRA : pretax contributions, tax-deferred

  6. American Funds - 401(k) & Vanguard - IRAs - Suggestions for Improvement

    Commentary

    Sat, 16 Aug 2014

    Washington Mutual Investors Fund The Growth Fund of America EuroPacific Growth Fund Target Retirement Portolio Series (2015-2055) IRA Investment Options - Any Vanguard Mutual Fund Again, would you change out of the Target Retirement approach, and if you would

  7. parents retirement

    Commentary

    Sat, 16 Aug 2014

    not disclosed yet) 2) traditional adviser with .75% *asset yearly charge. I'm thinking of offering them an option of an IRA with fidelity or vanguard and just put the money in an ETF portfolio and have monthly distributions and then eventually required

  8. Allianz MasterDex 5 Annuity (Fixed Index Annuity)

    Commentary

    Fri, 15 Aug 2014

    Annuity? If so, which one would be in my best interest? Capital Growth? 2) Or should I just bite the bullet and pay the IRA penalties for taking it out early along with income tax and then place it into Vanguard mutual funds? If so, what funds would

  9. CEFs & Qualified Dividends

    Commentary

    Thu, 14 Aug 2014

    actively managing a taxable account with CEFs for a basic discount capture strategy. I've done this successfully in the past in IRA accounts where taxes aren't a consideration. By its nature, virtually no position will be held for more than 12 months

  10. How do I prepare for possible market contraction?

    Commentary

    Tue, 12 Aug 2014

    be in for a bear market. Not counting my IRA , I am about 60% cash, and 40% in a Chase ETF fund. I also have a Chase IRA . The Chase fund is expected to return about ..... fund. Chase charges the same to manage my IRA , my IRA is getting about 7% a year. 1

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