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October 20, 2009 |
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Over the last several months, the U.S. dollar has generally declined in
value against other currencies, raising concerns that the dollar may
depreciate further. (A discussion of factors impacting exchange rates
can be found here). There is also the threat of future inflation. Both
of these can impact investment portfolios. How can investors protect
themselves?
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October 13, 2009 |
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Earlier this year, Sound Investing interviewed Vanguard founder John Bogle, who isn’t afraid to say what he thinks and who has always sided with individual investors over Wall Street. In an edited transcript of the interview, Bogle tells why he doesn’t think Wall Street is doing a good job for investors and what he thinks about Treasuries as a safety net against inflation.
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October 06, 2009 |
As a financial advisor and CPA, I often receive tax questions from my clients. One that has been coming up a lot this year is: “Should I convert my non-Roth retirement plan (401(k), traditional IRA, 403(b) or 457(b)) to a Roth IRA?” The question isn’t surprising, given the changes coming to Roth IRA conversions in 2010.
The short answer, which should not surprise you, is: “It depends”.
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September 29, 2009 |
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Whenever you leave a job, whether it’s your choice or not, there are many details and changes competing for your attention, and it’s easy to overlook the disposition of your employer-sponsored retirement plan such as a 401(k), 403(b) or 457.
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