Nearly two out of three IRA owners have extreme stock and bond allocations, a new study by the Employee Benefit Research Institute (EBRI) found. In 2010 and 2012, 33% of IRA savers had no money in stocks, while 23% were 100% …
One day after the Ira Sohn festivities, a few things stand out: Oil States International is getting the Einhorn bump and Digital Realty Trust is getting whacked following one hedge-fund manager’s short attack. The conference brought …
The concern is that stock prices have been inflated by excess liquidity pumped ... while others – typically retail investors and those in retirement savings markets, including 401(k) and IRA investments – lose market value as underlying …
Q: With the stock market so low, wouldn't it be a good time to move money from a traditional IRA to a Roth IRA to avoid high taxes on the transaction? A: If there's one bright side to a nasty bear market, like the one we're in, it's that people …
As I mentioned in an earlier article, I am ramping up my contributions to a 401 (k) plan, in order to reduce current tax liabilities and enjoy tax free compounding of gains. However, I already had an old 401 (k), which was eligible for a rollover.
"The pro for rolling it over into an IRA is diversification," Dimitriou says. "In an IRA, you can invest in individual stocks, bonds, and any mutual fund you want to." Savvy investors who already know they prefer low-cost index funds over …
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 …
NEW YORK (CNNfn) - Tax day has come and gone. If investing gave you tax-filing and tax-paying pain, why not change things now for next year with your IRA. If you were busy and successful in the stock market in 1999, you paid for it at …
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 …
Robert A. Di Ieso, Jr. December 8, 2014 Q: I would like to invest in foreign stocks and LLPs within my Roth IRA. Do I need to file any special forms at the end of the year? Are there any type of investments within the Roth that would not require …