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Written by Phuc Dang, CFP®, CPA
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January 04, 2010 |
As a financial advisor and CPA, I often receive tax questions from my clients. One that has been coming up a lot in the past 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 new rules that took effect January 1 for Roth IRA conversions.
The short answer, which should not surprise you, is: “It depends.”
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Written by Paul Merriman
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December 08, 2009 |
Investors are always very interested in the returns they get on their portfolios. But as Will Rogers famously remarked, the return OF his money was more important to him than the return ON his money.
Millions of investors may be feeling the same way these days, waiting for their portfolios to return in value to their high point, which for most people occurred in the fall of 2007. How fast a portfolio bounces back from adversity is an important measure of the risk of that portfolio.
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Written by Larry Katz, CFA
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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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Written by Paul Merriman
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October 14, 2009 |
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As investors were suffering huge losses last year and the first few months of this year, many of them despaired that good times would ever return. We never doubted that the market would come back, but we had (and still have) no way to know what a full recovery might look like or how long it might last. However, the history of the U.S. stock market is at least somewhat encouraging.
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Written by Sound Investing
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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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Written by Cheryl Curran, CFP®
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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.
Click here to read the article at Merriman.com
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Written by Jeff Merriman-Cohen
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September 01, 2009 |
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EDITOR'S NOTE: Since 2003, one of the most popular articles at FundAdvice.com has been "The perfect portfolio" by Jeff Merriman-Cohen, our chief executive officer. This article has now been updated to reflect investment results through 2008.
Great chefs know that it takes more than the right ingredients to make
an outstanding stew. If you put everything together in just the right
way, ordinary ingredients can turn into magic. In this article, Jeff
Merriman-Cohen shows how the same thing is true for investing.
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Written by Lowell Lombardini-Parker
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August 25, 2009 |
I want to tell you a story about how a woman’s simple negligence cost her kids nearly $500,000. After 30 years of marriage, a woman I will call Mary Smith found herself in a failing marriage that was heading for divorce court.
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