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Query shown: Autor: mjgrinnell@gmail.com
Number of results: 9 messages


Re: Convert 403b to Roth 403b

2008-06-30 21:03:51 | m...@g...com Other posts by this author

> But an immediate negative will be increased taxes now.  What were >
traditional 403b contributions will now be taxable income to you. And > I believe
the same is true of the [ more]

Group : misc.invest.financial-plan

 
Re: Convert 403b to Roth 403b

2008-06-30 09:03:27 | m...@g...com Other posts by this author

> Of course, this doesn't address your wife's income, 401(k), or other >
savings. If you post some numbers, many will be happy to offer more advice. Hi Joe,
With my 403b [ more]

Group : misc.invest.financial-plan

 
Convert 403b to Roth 403b

2008-06-29 10:51:21 | m...@g...com Other posts by this author

All, I've been lurking for quite some time since my last posts, but not have reason
to pose a question. I just received my benefits information from my employer
yesterday and I noted that [ more]

Group : misc.invest.financial-plan

 
Re: ETF vs Mutual Fund in Roth IRA

2007-07-24 13:14:40 | m...@g...com Other posts by this author

> But for long term investments, > don't worry about it. > > There's no
universal answer, its a function of investment amount and > transaction costs.
I completely agree [ more]

Group : misc.invest.financial-plan

 
Re: ETF vs Mutual Fund in Roth IRA

2007-07-23 16:35:32 | m...@g...com Other posts by this author

>I quickly had to accept the > fact that she felt similar to hoe you appear to
feel, that some how > there's more risk at such a high. I suppose it's again a
question of the [ more]

Group : misc.invest.financial-plan

 
Re: ETF vs Mutual Fund in Roth IRA

2007-07-22 18:06:00 | m...@g...com Other posts by this author

> It would help to know how large an investment we are discussing. In > your
case, it sounds like you are "forced" to DCA. As you make the > money
you invest it. You are [ more]

Group : misc.invest.financial-plan

 
Re: ETF vs Mutual Fund in Roth IRA

2007-07-20 19:38:46 | m...@g...com Other posts by this author

On Jul 18, 9:44 pm, joetaxpayer <j...@n...com> wrote: > > Hi
Joe, > > > Thanks much for the comments and expertise. I wonder if any
studies > > have [ more]

Group : misc.invest.financial-plan

 
Re: ETF vs Mutual Fund in Roth IRA

2007-07-18 21:08:05 | m...@g...com Other posts by this author

> The choice isn't clear cut, it really depends on one's intent and > detailed
background info. I hope that clarifies my first remarks. > > JOE Hi Joe,
Thanks much for the [ more]

Group : misc.invest.financial-plan

 
ETF vs Mutual Fund in Roth IRA

2007-07-14 19:00:29 | m...@g...com Other posts by this author

I invest quarterly in my and my wife's Roth IRA's (Feb, May, Aug, Nov for me and
March, June, September, and December for my wife). I have an index fund at .10%
expense ratio and several [ more]

Group : misc.invest.financial-plan

 
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