Retirement Investment Digest

Chutzpah, derived from the Yiddish, is the quality of audacity for good or for bad.  For the bad in the case at hand. And "case" it is. Someone stole 3 laptops from the London Metropolitan Police with payroll and pension…

In 2007, I’m going to start a series I call Devil’s Advocate , where I will take the opposite side of common personal finance advice and argue why you shouldn’t be doing that.
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Don’t give Uncle Sam more than he deserves! Follow these year-end tax tips to lower your IRS tax bill….

Individual Retirement Accounts have become an increasing important tool for retirement savings and tax planning, one of which is the charitable IRA rollover enacted as part of the Pension Protection Act of 2006. It’s one of those niche tax laws…

 You can call them independent contractors and pay them as such, but they may actually be employees. This matter is especially timely now as many retirement plans (and health insurance plans) have January 1st employee enrollments. It’s critical that workers…

This week Gail doles out advice on taking a loss on a stock sale and distributions of 401k savings.
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You might call it the retirement riddle. How do you make sure you’re saving enough money and you’re investing it the right way? Should you pay taxes up front, or wait until you withdraw your money?Scott Busson …
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Fidelity is in the news again. This time it was the independent trustees of Fidelity looking further into the harmful activity of one of their trading houses: Jeffries & Co….

One of our clients is a 401k with multiple participants. They just funded for the year and I have had to implement the new money this week which is as time consuming as it sounds.
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True to its word, Charles Schwab is expanding further into the 401K business. The nation’s biggest discount brokerage is acquiring The 401 Company, a subsidiary of Nationwide Financial Services , for $115 …
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