On death, the stock would receive a step up in basis ... Cathy chose to roll a portion of her 401(k) into an IRA and name her grandchildren as beneficiaries to create …
If you're an investor looking to either add positions to your Individual Retirement Account (IRA), or perhaps make some adjustments to it based on risk tolerance, timing, or other considerations, here a few stocks that spring to my mind -- …
OK, so you’ve recently changed jobs or retired, and you’ve successfully rolled your 401k savings into a rollover IRA. Congratulations, you’ve just made one of the best moves you’ll ever make in your retirement planning. A rollover IRA
Consider the following table, which shows the theoretical difference between a portfolio that has not been tax-optimized (bonds in taxable account, stocks in IRA) and a portfolio that has been fully tax-optimized (bonds in IRA, stocks in …
If you're young, in good health, and have plenty of years to ride out the inevitable recession, then an IRA that includes stocks, stock ETFs, and stock mutual funds can make sense. Usually, buying and holding stocks and ETFs for long …
No matter how you slice it, the data has unequivocally shown that buying high-quality stocks and holding them over the long term is your best strategy for building real wealth. According to a J.P. Morgan Asset Management analysis …
I want to find information on a self-directed retirement account, whether it is a Roth individual retirement account or something else. I was hoping to find out that I’ll be able to initiate purchases and sales of stocks and bonds that I want …
Opening a Roth IRA account was one of your best moves in preparing for retirement. I'm assuming this applies to you. If you don't have a Roth IRA, get one. This article will wait on you until you've got one set up. Seriously, Roth IRAs are …