I’m sure there are three people in America who figured the stock market just right last year and are swimming in money like Donald’s Uncle Scrooge. I am not among them. And neither are millions of others who didn’t duck out. The value of …
It seems that most everyone thinks about the stock market as the default choice when it comes to your retirement nest egg. Real estate investing is a little known, yet old avenue that you can use to protect and grow your retirement …
If you have company stock sitting in your 401(k) account, you'll have to tackle more complicated choices when leaving your job than the folks who are only ushering plain old vanilla mutual funds out of the building. For most people, the very best …
DEAR HARRY: I turned 70 in October. That means that I have to take my first IRA distribution before April 15. I plan to take it this year. My IRA is about 90 percent in a mutual fund that has been good to me. So far this year, it has gone …
This is not new, after all, most of the IRAs within the United States are composed of, for the most part, equities, mutual funds, or stocks. This is the number one reason people are quite surprised to find out that there is such a thing as the …
Q: In a recent column, you mentioned that when someone inherits stock, that person's cost basis for capital gains will be the price of the stock on the day the deceased died. Does this also hold true for stock contained in an inherited …
An aggressive allocation to stock funds probably made sense. But by the time you move your funds to a rollover IRA, chances are good that you are in a very different stage of life, and a very different kind of allocation might be …
Consider what a 25-year-old could do if she put $4,000 into an IRA. If she received the stock market's historical average annual return of 10 percent on that one-time investment, she'd have about $181,000 at age 65. But if she decided she …
The stock picking contest winner at the 2013 Ira Sohn Conference will be announced around 5:10 PM EST this afternoon. We’re carrying it live. 17:52 PM EST: Joel Greenblatt will present the winner. 17:55 PM EST: The Winner is Simeon …
Opening an IRA can seem like an intimidating process ... For instance, you could invest in a combination of individual stocks and bonds. Or you could invest in …