April 24, 2013

When you are ready to invest outside your company retirement plan, The Vanguard Group is a wonderful option. Why? Types of investments?

8 thoughts on “April 24, 2013”

  1. Katherine Graham says:

    By going to The Vanguard Group, you will eliminate commissions as you invest your money, have a wide selection of investment options, it will cost you very little, and you will deal with a very successful and large investment organization. . Finley recommends that you stick to index mutual funds or target retirement funds that contain index funds.

  2. Mike Finley says:

    Right again, Katherine. No commissions and low fees when you go with those no-load index mutual funds. You could have your Roth IRA at Vanguard. Your emergency money at Vanguard. Taxable accounts at Vanguard. You can even move your retirement accounts when you leave your work to Vanguard via a transfer from one institution to another. Why? Get those costs down to the lowest possible denominator. No-load index mutual funds are your answer. Education followed by ACTION will set you FREE!!

  3. Jgor says:

    If you converted the IRA in 2007, then you would pay tax next year for 2007 tax year.If you take any of the IRA money as a diiobirutstn, you will pay a 10% penalty on top of the tax, and if you live in a state with income tax, they usually have a penalty besides tax.You’d need to wait till next year to rollover the IRA again.

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