Tag: IRA

Reading Time: < 1 minute I am looking for a few good reviewers and bloggers for my 1st iPhone app, myNestEgg ~ the retirement calculator. Here are a few basic requirements for the reviewer/blogger: 1) An iPhone, iPod Touch, or an iPad device with iOS 3.1.2 or above. 2) Has an iPhone app review site or a personal finance blog

September 14, 2010

Reading Time: 2 minutes It’s 401k enrollment time, because of my recent job change. I have lived life without 401k contribution for several months now, although I tried to keep up with buying mutual fund Scottrade IRA account. But I found this IRA thing is not as easy my good old 401k account. Couple reasons: 1) Automatic payroll deduction

May 21, 2010

Reading Time: < 1 minute How to deal with 401k when leaving a job? Some options: 1) Take it out, with 10% penalty, and potential income tax later on. This is usually not recommended. 2) Rollover to an Rollover IRA; or Rollover to the new employer’s 401k. I did this once: not because of change of job, but because of

February 20, 2010

Reading Time: < 1 minute They are all in stock funds. Old 401k (Hewitt): down 11.8% Rollover IRA (Vanguard): down 11.78% New 401k (Vanguard): up 133.97% (this is due to new contribution, I started new 401k in Nov 08, so there is an easy comparison here) Noticed my portfolio balance in Vanguard is about even compared to the end of

April 1, 2009

Reading Time: < 1 minute I picked the following funds (and their weight) for my Vanguard IRA yesterday. Vanguard International Value 50% (developed market large cap value) Vanguard Winsor II 25% (US large cap value) Vanguard Selected Value 25% (US mid cap value) The first two funds are in my current 401k plan, I found the Vanguard Selected Value through

December 18, 2007

Reading Time: < 1 minute Roll over IRA In early Nov. I received a letter from Vanguard, it says I am eligible to transfer some of my 401k to an IRA account. I thought about it, the pros and cons, and decided to do it yesterday. Here are my rationale: 1) Ideally I like to keep all my retirement in

December 11, 2007
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