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Take Advantage of the Spousal IRA

One of the scary things when you aren't working (besides covering the bills) is the fear of falling behind in your retirement. Enter the spousal IRA. If you're married and filing jointly, this option basically enables your working spouse to...

Harvest Time for Taxes

The stock market may be surging today, but it hasn't exactly been a banner year for investing. If your portfolio is showing more red than a Valentino runway show, don’t get mad, get tax-savvy. Selling investments at a loss can generate a nice tax...

She Asked, We Answered: Load vs. No-Load Funds

Q: I don’t know whether to invest my Roth IRA with a load fund company or with a no-load option. What are the pros and cons? Rachel S. Lenexa, KS A: A “load” is simply a commission you pay to a broker or financial advisor for helping you buy a...

New Stuff on DailyWorth

We’re about to make your Halloween even more spook-tacular with two exciting announcements: Talk, talk, talk. We’re rolling out a cool, new discussion platform called Disqus. Now you can: Reply directly to other comments Upload photos Sort...

Roll over your 401(k) to a Roth IRA?

Earlier this month, we wrote about rolling over your 401(k) into a traditional IRA when you leave your job. But what if you want to roll into a Roth IRA?Roth IRAs offer a smart tax break that you should know about for your retirement plan....

Stable Value Funds Help Reduce Risk

In this economic climate, what can you do to shore up the value of your 401k and prevent further losses? Under normal circumstances—i.e. five years ago—owning bonds or bond funds in a long-term portfolio was supposed to protect it from falling too...

The One-Fund Plan

If you’re stymied about where to start investing, consider a basic all-in-one fund called a target date fund that puts your financial plan on cruise control. Well, sort of. Let us explain: First, you pick a fund that’s targeted toward your desired...

Rollover Details You Need

When you leave a job, should your 401(k) account go with you? Many financial planners say yes. How come? You can move your 401(k) to an IRA at the brokerage firm or fund family of your choice, presumably giving you more (or better) investment...

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