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  1. IRA accounts

    Commentary

    Tue, 21 Apr 2015

    What is your view of BX in an IRA ? Sammy

  2. Prepaying a Mortgage Has Its Payoff For Most, But Not All

    Headlines

    Sun, 19 Apr 2015

    rates so low, I allocate extra money to IRA /401(k)-type investments. I am only ..... available cash has been invested in a SEP- IRA . I also carried over from previous employment ..... Since most of our investments are in regular IRA accounts, if we use up our small taxable

  3. Index, Active, or Both: 8 Questions to Help You Decide

    Headlines

    Sun, 19 Apr 2015

    2014 , for example. Of course, tax efficiency is a non-issue if you're investing in a tax-sheltered account such as an IRA or your company retirement plan: A fund can make capital gains distributions every day and you still won't owe taxes on them

  4. Need Bond Fund Advice

    Commentary

    Sat, 18 Apr 2015

    To All Bond Fund Cognoscenti, Looking to deploy a 10% cash position ( IRA ) in an OEF bond fund. Currently looking at the following three intermediate term bond funds as possibilities since that category

  5. Brokerage Portfolio Advisor?

    Commentary

    Sat, 18 Apr 2015

    Brokerage Portfolio Advisor? ================== I have a Roth IRA with ETRADE. I tried their Portfolio Advisor tool. After answering all questions, it gave asset alloaction, ETF Portfolio

  6. BlackRock Investment Institute Quarterly Outlook – April 2015

    Headlines

    Fri, 17 Apr 2015

    sense to think about an alternative retirement savings vehicle, such as a traditional IRA or a Roth IRA , which offer similar tax benefits. (In a Roth IRA , you put in aftertax dollars, which forever grow tax free. By contrast, in a traditional

  7. Rollover of "After-Tax" portion of 401a at TIAA-Cref

    Commentary

    Wed, 15 Apr 2015

    conflicting answers from different TIAA-Cref "consultants;" two have told me that I can roll over the After-tax amount to a Roth IRA of my choice. However, the forms were rejected and now I'm told that the After-tax rollovers must either rollover with

  8. Single Fund for a 26 Year Old

    Commentary

    Wed, 15 Apr 2015

    for retirement for years to come (student loan payoffs, etc.). I am thinking about gifting him some money to set up a Roth IRA at Vanguard to at least get something started. He will be totally preoccupied with building a patient base and business, so

  9. A Fool and Her Money....Portfolio Advice Greatly Appreciated

    Commentary

    Wed, 15 Apr 2015

    Donalds (MCD) 51.99% British Petro (BP) 1.91 % Fidelity Growth Strategies (FDEGX) 6.47 ß this is in traditional IRA Franklin Growth (FKGRX) 1.35 Amer Funds Balanced (ABALX) 11.93 Vanguard Wellesley (VWINX) 7.3 Vanguard Wellington

  10. S-Corp Distributions and Roth Limits

    Commentary

    Wed, 15 Apr 2015

    Am I correct that distributions from a S-Corp don't count towards Roth/ IRA contribution limits?

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