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  1. 3 Ways to Maximize Social Security Benefits

    Video Reports

    Tue, 5 May 2015

    Understand the implications of your benefit choices, which additional benefits you may be eligible for, and when to claim, says retirement expert Phil Moeller.

  2. Principal’s Complex Growth Plan Reveals a Muddled Culture

    Headlines

    Tue, 5 May 2015

    management team or an affiliated firm. It’s not uncommon for retirement - plan recordkeepers to create both internally and externally managed ..... are in line with those at Fidelity, a chief rival in the retirement - plan market, but fall far short of competitors T. Rowe Price

  3. The best tax basis method? (Vanguard)

    Commentary

    Mon, 4 May 2015

    Even though I've been investing for a while, I've so far NEVER sold anything outside of a tax-sheltered account ( IRA ), so I haven't had to calculate the tax basis or pay capital gains on any of these. And I didn't even think about tax

  4. MLPs in an IRA

    Commentary

    Mon, 4 May 2015

    Vanguard: "Important Tax Information Regarding Your IRA 's Limited Partnershi Interests According to our ..... one or more limited partnership interests in your IRA in 2014. Even if held in an IRA , limited partnership interests may generate unrelated

  5. Can I put money in an IRA if I'm retired from my regular job but still have a part time job?

    Commentary

    Mon, 4 May 2015

    I will be retiring from my main job in a couple months. I will not be taking SS but I will have a part time job making 18k. $6500 of that will 18k will go into a Roth. Can I take part of my pay and put into a traditional IRA ? I am 63.

  6. Taxes and IRA withdrawals

    Commentary

    Mon, 4 May 2015

    I have 4 different IRA accounts, a Roth, a SEP, a rollover from a former employer's plan, and a traditional IRA that has a cost basis. As I begin to withdraw money from my IRAs, does that cost basis apply only to withdrawals from that specific

  7. The Ira Sohn Impact: Einhorn Off-Base on Economics of Low-Cost U.S. Tight Oil

    Commentary

    Mon, 4 May 2015

    Speaking at the Ira Sohn conference, Greenlight Capital’s David Einhorn has suggested that frackers (encompassing most onshore exploration and

  8. roll over 401 k to ira or to new 401k

    Commentary

    Mon, 4 May 2015

    roll it over to the new 401K or to roll it into an ira . I am no longer with ..... as are the gains. The 401k was started in 1993 ..... 56 years old. The new 401K plan seems to have reasonable ..... Mutual Funds The rollover IRA would go to Vanguard Thanks

  9. Portfolio Help

    Commentary

    Sun, 3 May 2015

    Contribution $18000 his 401K (6% matching ..... contribution) $5500 his Roth IRA (Backdoor ..... Name ER Allocation 401K N/A Cash Pension ..... Fund 0.17% 10% 401K AIEF International ..... 4% Traditional IRA (Spouse) VEMAX ..... Fund 0.05% 5% Roth IRA PRPFX Permanent

  10. Revenue Higher, but Aon's Profits Sink on Currency Headwinds; Maintaining Our Core View

    Commentary

    Sun, 3 May 2015

    wins on the retiree exchange. However, recent data continue to point to a slow adoption of private healthcare exchanges for the active employees, which we believe represent a bigger opportunity for the firm than the retirees .

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