Monthly Archives: October 2010

Rolling a Roth 401(k)

Thanks to my friend Jim Blankenship, CFP, for his thoughts: Roth 401(k)s are great retirement savings tools for many individuals. However, there are a couple of rules you may not be aware of concerning these investment vehicles. When you leave your employer, generally speaking, you should always rollover your Roth 401(k) to a Roth IRA. [...]
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Diversify Your Diversification Strategy

Diversification is one of the most commonly used terms in financial planning. Most people know they should invest in both stocks and bonds, own U.S. and international securities, and buy large cap and small cap stocks. However, there is another way to diversify your portfolio that could produce significant savings: tax diversification. Diversification is important [...]
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Happy Talk

Jeff Thredgold publishes a weekly blog concerning economic updates. This week he listed the following positive statistics: Economic output of the average American worker is 10 times that in China. Americans won 30 Nobel prizes in science and economics during the past five years. China?…just one The value of a university education for American men [...]
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