Tag Archive | "ROTH IRA"

How often should you balance your portfolio?

Thursday, April 24, 2008

0 Comments

I’ve been in my Roth IRA and my 401k for just over a year now. All my funds are down as is the entire market. When should I be thinking about balancing my portfolio? Should I ride out the market with my current funds or try to exchange them? Is there a recommended timeframe I [...]

Continue reading...

April 15th is closing in! Are you ready?

Wednesday, April 9, 2008

1 Comment

The tax deadline is closing in. It’s less than a week away. How many people are waiting until April 15th to do their taxes? Check out Turbo Tax or H&R Block online if you are a procrastinator. Sergey wrote a post with links for all type of Tax Tips. Check these out before you start to [...]

Continue reading...

My Rule of 3 When Planning My Finances

Monday, March 31, 2008

2 Comments

3 weeks – Immediate funds: You want to plan out your funds for the next 3 weeks. You have bills coming up, credit card payments. Take time to schedule them in advance so you do not endure any finance charges for missed or late payments. Check often because the more credit cards and bills you have [...]

Continue reading...

401k rollovers and rollbacks

Thursday, January 10, 2008

5 Comments

What options do I have for investment plans such as a roth account if my company does not have a 401k? Currently I have a 401k with my company match program. I am planning on leaving and joining another company. This other company is smaller and does not have a 401k plan in place. What [...]

Continue reading...

Roth IRA’s yearly contributions

Wednesday, December 26, 2007

6 Comments

In 2007 you are allowed to put in up to $4,000. In 2008 you will be allowed to put in up to $5,000. What is considered a year? Could I open a Roth IRA at the end of 2007 dump in $4,000 dollars then Jan. 1st 2008 put in $5,000 more? Or does it go [...]

Continue reading...