Archive - November 4, 2010

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A Case Study On The Ups And Downs Of The Stock Market
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How An IRA Rollover Could Impact Your College Costs

A Case Study On The Ups And Downs Of The Stock Market

Comparing 2008 and 2010

A couple of years ago, reviewing portfolios with clients presented slight problems.  Lest we forget in October of 2008 every asset class went down.  The entire financial system was being battered by a Category Five hurricane.  Remember how portfolio values plummeted, fast-forward two years and meetings are more enjoyable.

We use Principia™ from Morningstar and a report generated last week brought a few salient points.   Morningstar analyzes portfolios by choosing the best/worst three-month, one-year and three-year return over the last ten years.   What fascinated me was the best three-year return for this portfolio (April 2003 to …

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How An IRA Rollover Could Impact Your College Costs

Here’s an impact of an IRA rollover that you may not have thought of:  depending upon how you handle your rollover, you could impact college financial aid – either your own if you’re working and attending college, or more likely, that of your child.

How could this happen?  Since a rollover doesn’t cause you to incur taxable income, how might it cause an impact on financial aid?

Well, if you don’t do a direct, trustee-to-trustee transfer, that is, if you take possession of the funds from a rollover and complete it within 60 days, you’ll have to declare those funds …

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