Monthly Archives: December 2014

Avoid These Mistakes With Your IRA, Part 2

One of the key rules to bear in mind when rolling over money from a former employer’s 401(k) into an IRA is the 60-day rule—that is, you have 60 days to complete the rollover. If you don’t complete the rollover … Continue reading

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Avoid These Mistakes With Your IRA, Part 1

Funding an IRA may seem like a simple financial task: Pick your provider, send in your money, and choose your investments. Done. But a look at Internal Revenue Service Publication 590, which details the ins and outs of IRAs, suggests … Continue reading

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November Market Commentary

As 2014 draws to a close, the U.S. is still experiencing a slow and longer-than-normal recovery. GDP: The GDP growth rate in the third quarter was boosted to 3.9%, up from 3.5%, and well ahead of expectations of 3.3%. A … Continue reading

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