Tag Archive | "Roth IRA"

Reader mailbag: Allocations, Social Security taxes and Roths

Q: I have a 457 tax-deferred government retirement plan. I have 25 percent in a 60/40 balanced fund, 25 percent in an extended market fund, 25 percent in an EAFE (foreign stock index) fund and 25 percent in a stock index fund. I’m down about 34 percent year-to-date. Do you recommend I change these allocations? [...] [...more]

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Depressed market ideal time for Roth IRA conversions

For retirement investors, good news has been hard to find lately. But here’s a small silver lining for the dark clouds hanging over the market: There’s never been a better time to convert an IRA to a Roth account.If you’ve been thinking of converting some or all of your IRA assets to a Roth, this [...] [...more]

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Getting in on the party as Roth IRA celebrates 10th anniversary

The Roth IRA is celebrating its 10th birthday this year. Brought into this world by the Taxpayer Relief Act of 1997, Roths were first brought to market in 1998. Since the legislation was passed in early August, it’s a good time of year to blow out some birthday candles and take a look at how [...] [...more]

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