One of the best means to accomplishing long-term financial success remains the Roth IRA, which is unfortunately too …
McDonald's
Q: Are the taxes due upon conversion of a traditional IRA to a Roth IRA measured based upon the prior year-end value of the traditional IRA or its value on the date of conversion to a Roth IRA? — John Flood, Bradenton, Fla. A: Your taxable …
Bad
Readers of my April fools post chuckled at my spending addiction, where I mentioned how the tax man was preventing me from investing in stocks for almost two months. I recently opened an IRA, and allocated the funds equally in the …
Stock
I am not among them. And neither are millions of others who didn’t duck out. The value of the stocks in my Roth IRA is where it was about 15 years ago. I am tail-gating 63. This is not good. An Individual Retirement Account (IRA) is a …
at the Ira Sohn investor conference yesterday. This means that most of those …
corporate bonds
It seems the individual retirement account (IRA) rules never are stable. That situation is especially true when you consider actions other than basic contributions and investments. Congress and the Internal Revenue Service (IRS) regularly …
Record highs in the Dow Jones Industrial Average have probably never occurred at such a bad time. The spring of each year is often when retirement account decisions are made. IRS rules require 2012 retirement accounts to be funded …
According to new research conducted by the Employee Benefit Research Institute (EBRI), owners of individual retirement accounts (IRAs) increased their stock equity allocations in 2013—the most recent year for which data are available—as …
2. Between low interest rates and stock-market volatility, the value of my IRA isn’t growing. What can I do about that? Consider adding investments in asset classes that generally do not move in lockstep with U.S. stock and bond …
This is only my 2nd blog post but I am hoping to get a little input or suggestions from the community. I have some cash in an IRA from a 401k rollover from a previous employer (had to cash out everything to roll it). I would like to put the cash …