Archive - June 3, 2011

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The Best Investment Books to Read This Summer
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Does Your Required Minimum Distribution Have To Be In Cash?

The Best Investment Books to Read This Summer

Memorial Day Weekend marks the unofficial beginning of summer so I thought for this next posting, it would be fun to share a few books that are on my own summer reading list this year: 

 

1) The Investment Answer by Daniel Goldie, CFA, CFP® and Gordon S. Murray discusses the basic financial tenets of having a diversified portfolio, using fee-only advisors, rebalancing regularly, avoiding active management, and investing for the long-term.  Although familiar advice, critics have praised the book for the clear, accessible language in which it was written and its simple message. 

The idea for the book came as

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Does Your Required Minimum Distribution Have To Be In Cash?

Here’s something that I bet you’ve never run across – when you have to begin taking Required Minimum Distributions (RMDs) from your IRA or Qualified Retirement Plan (QRP), most folks think you must take these distributions in cash.

This is not the case, you can actually take distributions of any sort, not just RMDs, from your plan (IRA or QRP) in either cash or “in kind”.  By “in kind”, this means that you can take the actual securities (stocks, bonds, or other investments) from the account.  These distributions in kind can be used to satisfy your RMD for the year.  …

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