like around a 70/30 AA. Prefererence is to update AA % annually(if necessary) My current accounts are: Vanguard Roth IRA - $5,500 in Wellington Fund Previous Employer 401k @ T. Rowe Price - $10,000 TRP Target Retirement 2040 Fund
After researching Equity CEFS I came across CSQ. I am planning to allocation 20% of my IRA Roth to CSQ. It seems like its trading at a discount due to the market turn. Its holding high quality stocks. Any thoughts about holding it for 5+ years?
the account as a way to avoid paying taxes and a penalty. ( By contrast, you can withdraw your contributions from a Roth IRA at any time without taxes or penalty, while leaving the investment earnings alone.) Rather, if the account consists
I'm transfering $14,000 of my IRA which is currently in a cash mutual fund position to another investment firm. I'm debating whether to have it directly put into the mutual fund account (this will be a target-date retirement mutual fund), or if I should have it go into a money market fund, and ...
contributions (non-Roth) into a Roth IRA with no tax consequences? In other ..... 401(k) a form of a back-door Roth IRA ? Or do you have to pay taxes on the ..... s earnings when rolling it into a Roth IRA ? I'd really like this spelled out
rules for tapping into 401K to fund Roth IRA ? It seems confusing about how it ..... tax-free way to convert money to a Roth IRA , “everyone who is retiring from a company ..... transfer after-tax contributions to a Roth IRA , where the money can grow tax-free
plan participants to: roll over amounts to both a Roth IRA and a non- Roth IRA , allocate the pre-tax amount of the distribution to the non- Roth IRA and the after-tax amount to the Roth IRA , and avoid
perhaps with conventional value investing precepts. While GoPro is not the investment I would recommend for my son as his Roth IRA investment (with real long money and a long time horizon), in a game with a five-week window, where the winner takes
Based on my math, it appears that a Roth IRA will always produce better results than a taxable account but a Traditional IRA is not guranteed to produce better results than
OAKEX so I could get some Intn'l Small Cap exposure in my Roth IRA 's. I wanted to invest in ARTWX but it wasn't available ..... where I not ony have my retirement (403b) but also my Roth IRA 's. It's now available. I'm a big fan of Oakmark