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2008-10-01 Mutual Funds - mutual funds redemption costs: Dear Mark: You've paid taxes on the capital gains and dividends you received in the past? They were in a taxable account? Then all you need to pay for 2008 in 2009 is the tax on the capital gains and...
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2008-09-30 Mutual Funds - Roth IRA: Hi. The performance of the Roth IRA would be dependent o n how it is invested vs who it is invested through. If a bank wnet under, unless you had the Roth IRA invested in the banks stock then you would...
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2008-09-27 Mutual Funds - Retirement: Dear Sara-Anne: You can do it yourself. The rules have been simplified, and the IRS instructions are not hard to follow. You cannot roll over the money into an IRA. To make the distribution,...
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2008-09-18 Mutual Funds - Mutual Funds: Dear Joan: Shame on Edward Jones. To have put you in a mutual fund when you "have no idea what this means." Yet the salespeople collected $575 for not giving you guidance. (5.75% of $10,000.)...
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2008-09-15 Mutual Funds - mutual fund beginner (?): Thank you for your query. You have a great idea. Saving for your future is very important. You may want to sit down with a tax advisor and/or a duly licensed representative and lay down your goals and...
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