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  1. Can the Bucket Retirement Portfolios Go on a Diet?

    Headlines

    Sun, 29 Mar 2015

    "What about a target-date fund instead of buckets two and three?" "I have a traditional IRA, a Roth IRA , and a taxable brokerage account. Does that mean I need nine buckets?" These questions--and variations on them--have

  2. Converting to a Roth? Answer These 3 Questions First

    Video Reports

    Tue, 24 Mar 2015

    We're talking about paying a tax for moving IRA money to a Roth IRA , but the good part is it's at today's rates, which ..... want to make sure you name your beneficiaries on this new Roth IRA . A lot of people miss that. Also, making sure you have

    roth ira found at 1:05, 9:24

    We're talking about paying a tax for moving IRA money to a Roth IRA , but the good part is it's at today's rates, which are at an all-time low. We haven't seen rates this low most
    you want to make sure you name your beneficiaries on this new Roth IRA . A lot of people miss that. Also, making sure you have your ducks lined up, that you do have the money; but
  3. Tax Bracketology: Understanding Marginal vs. Effective Rates

    Headlines

    Tue, 24 Mar 2015

    considering whether to contribute to a Traditional (deductible) IRA, in which contributions are tax deductible, or a Roth IRA , in which contributions are not deductible but qualified withdrawals are tax-free (qualified withdrawals from a deductible

  4. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    additional income helped me to continue to max out my 401(k) at 15% plus 8% match plus the additional I could invest in a Roth IRA ," Enoui wrote. "... Waiting to 70 for Social Security would have meant withdrawing more from my IRA and I felt that

  5. 10 Tips to Make Filing Less Taxing

    Headlines

    Thu, 19 Mar 2015

    liability. Eligible taxpayers have until the April 15 filing deadline to make a 2014 contribution to a traditional or Roth IRA (not tax deductible), Simplified Employee Pension IRA, or health savings account (HSA). The contribution limit

  6. Two-Fold Questions and Advice IRA'S

    Commentary

    Thu, 19 Mar 2015

    a Vanguard Target Date Fund with a 90%/10% AA in a Roth IRA be prudent for a 28 year old who is contemplating retiring ..... thought: I have thought about converting the above fund to a Roth IRA because I need the income now at age 64 and retired due

  7. vanguard funds.

    Commentary

    Thu, 19 Mar 2015

    i am 67yrs. i have about $120000 in TIBCX.its in a roth ira as the expense rate is 2%, i would like any comparable suggestions for vanguardfunds. should i just invest in vwenx and vwiax which i already own. thank you for your thoughts.

  8. Vanguard Target Date Funds for Roth IRA ?

    Commentary

    Thu, 19 Mar 2015

    Need Advice, Would a V-TDF be an appropriate/prudent investment in a Roth IRA for a 28 year old who also has a 401k at his firm? All opinions/recommmendations would be appreciated. Regards, Lucca62

  9. IRA Contribution Tips and Traps

    Video Reports

    Tue, 17 Mar 2015

    Even though you generally prefer the Roth IRA in most situations, are there any ..... let's say you had real estate in a Roth IRA . So, there's another aspect to it. You have non-IRAs, IRA, Roth IRA . [With an] IRA, everything comes

    roth ira found at 1:31, 12:31

    the rest of your life. Benz: Even though you generally prefer the Roth IRA in most situations, are there any situations where doing that Traditional IRA, taking the tax deduction, is the better idea? Slott: I
    on the other hand, let's say you had real estate in a Roth IRA . So, there's another aspect to it. You have non-IRAs, IRA, Roth IRA . [With an] IRA, everything comes out as ordinary income. But if you do it with Roth money--let's say you buy real estate or an investment you think is going to appreciate fantastically, that you want in the Roth IRA because that's tax-free forever. All of that appreciation is tax-free. But then go back to the taxable account: If you're holding a stock and you hold it till death, your heirs get a step up in basis, and they will never pay income tax on it. So, you've got to look at your own situation. That's how I would look at it. Taxable: That's full tax rate or capital gains, depending--or no tax if it's a step up in basis. In the IRA, everything out of the IRA is ordinary income. And the Roth IRA , if it's a qualified distribution, meaning you held it for five years and you're 59 1/2, it's all tax-free. Benz: A lot
  10. A Checklist for IRA Rollovers

    Headlines

    Sun, 15 Mar 2015

    that money tax-free directly into a Roth IRA . A recent IRS rule change permits ..... direct rollover, separately, to a Roth IRA . Since the IRS formerly said this ..... overlook this unique opportunity to get a Roth IRA "tax-free!" The only reason not

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