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  1. 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

  2. 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

  3. Top Starter Funds for Investors on a Shoestring

    Video Reports

    Wed, 17 Sep 2014

    Benz: Do a little bit of due diligence on your company retirement plan , whether it's a 401(k), 403(b), or a 457 plan ..... portfolios. Stipp: So, definitely take a look at that company retirement plan . But we do know a lot of folks don't have access to these

    retirement plan found at 0:39, 1:42

    ideas? Benz: Do a little bit of due diligence on your company retirement plan , whether it's a 401(k), 403(b), or a 457 plan. And there are a couple of key reasons to take a look at
    for starter portfolios. Stipp: So, definitely take a look at that company retirement plan . But we do know a lot of folks don't have access to these plans, some folks might not be getting matches, other
  4. Cohen & Steers: King Of REITs Moving In The Right Direction But It Will Take Patience For The Big Payoff

    Headlines

    Wed, 17 Sep 2014

    others that seem to be recognized by the common investor, either because of familiarity due to the inclusion of a fund in a 401K , or visibility from TV or magazine advertisements. These mutual fund families offer excellent funds, but not all of their

  5. 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

  6. The Road Less Traveled

    Headlines

    Tue, 16 Sep 2014

    evolution of retirement plan investment ..... of money in retirement through ..... s benefit in retirement is determined ..... low returns close to retirement , or experience ..... returns in a retirement plan is a key ..... approach to retirement investing ? From our ..... target at and in retirement . Falling

  7. Inflation Is Killing My Retirement: How I'm Dealing With It, Part 2

    Headlines

    Tue, 16 Sep 2014

    haven't read it yet, feel free to do so, as it details the many ways retirees and near- retirees can arrange their portfolio investments to cover their utility bills in retirement . In this installment, I'll address the many energy needs that

  8. The Ultimate Stock-Pickers’ Top 10 Dividend Stocks

    Headlines

    Tue, 16 Sep 2014

    growth in global trade and Internet retailing. Dividends are now a key lever for shareholder returns, not least because UPS retirees own a lot of the stock. Concerns: Decidedly cyclical with a high proportion of fixed costs; recurring earnings per share

  9. Trying to line up retirement income

    Commentary

    Mon, 15 Sep 2014

    Does anyone know if EIBX & PCEF are safe investments for dividend income vs. PTTDX?  I am thinking of splitting PTTDX $300k into 3 parts $100k each to VWEHX, EIBX and possibly PCEF. My goal is to maximize income (without loss or principle). Plan to retire in 2 yrs. Thank you for your thoughts. CP  

  10. Ebola, Fear and Market Timing

    Headlines

    Mon, 15 Sep 2014

    downturn. Use cash reserves and other low-volatility asset management strategies to cover immediate cash needs or a paycheck in retirement . Alternative investments in real estate, energy, private equity and lending could supplement cash flow needs while you

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