Word: iras
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...bearded man turned out to be Ira Weitzman, a hot-shot Off-Broadway producer...
...also thought I should immediately flip my company 401(k) into a personal IRA. "There are no advantages to keeping your 401(k)," he said. Gee, I thought, usually everything has advantages and disadvantages. I eventually discovered, for example, that when you draw company stock from a 401(k), it is taxed more favorably than if you draw it from an IRA. I needed to move...
...much you must invest to qualify for a fund's breakpoint. Visit the company's website, and have your broker show you the "sales charges" section of the fund's Statement of Additional Information (SAI). If you already own the same fund in your 401(k) or IRA, that money may count toward the cut rate. If other members of your family hold funds from the same company--or plan to do so over the next 12 months--you could qualify for a discount on a fund's A shares...
...attaching to its individual disability policies a rider that would pay the employee's plan contributions plus the employer's match. [This year's limit for 401(k) contributions is $12,000; self-employed workers or small-business owners can set aside up to $40,000 in a SEP-IRA.] The added coverage pays a separate disability benefit for the retirement contribution, which is put into trust. Unlike savings in a 401(k) or IRA, the earnings in the trust are taxable each year...
...retirement-protection disability insurance instead of fully funding your IRA or 401(k). If you have already maxed out your retirement contributions and have purchased an individual disability policy to supplement the coverage that you may get through your job, then you should consider getting this extra protection, says financial planner James Knaus of LaBrecque, Jackson, Price & Roehl of Troy, Mich. Count on paying about 2% to 3% of your gross income for an individual disability policy with retirement protection, Knaus says. Costs will vary according to factors that affect any disability plan: your age, your health, the length...