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  1. Newb, need help with AA on workplace 401k

    Commentary

    Tue, 21 Oct 2014

    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

  2. CSQ in Roth IRA

    Commentary

    Tue, 21 Oct 2014

    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? 

  3. Don't Get Sent to the 529 Penalty Box

    Headlines

    Tue, 21 Oct 2014

    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

  4. Dollar cost averaging $14k Roth IRA

    Commentary

    Mon, 20 Oct 2014

    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 ...

  5. After-tax 401(k) contributions to Roth IRA

    Commentary

    Mon, 20 Oct 2014

    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

  6. New IRS ruling for conversion of 401K to Roth IRA

    Commentary

    Sat, 18 Oct 2014

    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

  7. New "Single Distribution Rule" on retirement plan rollovers

    Commentary

    Fri, 17 Oct 2014

    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

  8. GoPro: Camera Or Smartphone? Social Media Or Electronics? Price Or Value?

    Headlines

    Fri, 17 Oct 2014

    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

  9. Roth IRA benefits vs taxable vs Traditional

    Commentary

    Thu, 16 Oct 2014

    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

  10. OAKEX or ARTWX

    Commentary

    Sun, 12 Oct 2014

    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

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