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SEP, SIMPLE, 403B, ROTH Oh My!?

Hi! You ask a question that many people I know have wondered about, too. General rule of thumb is you contribute first to wherever you get matching (at least enough to earn the maximum match you ca...

Switching IRA and brokerage accounts from Smith Barney?

There are many things you may want to consider. Let's answer your most direct questions first. You will need to check with your new firm to see which funds you would be able to invest in t...

How do you roll over 401k funds into a Roth IRA when you switch jobs?

You can only do that if it was a Roth 401k. Contact Vanguard, and they will help you through the process. If it is a normal 401K, then put it into a Rollover IRA (at Vanguard, if that is your cho...

Where do I get a "free" list of all index funds,please . A list not by a symbol or name.?

Haven't personally searched for this topic, but go to morningstar.com and look around. Best source of information for all types of investments. Much of info is for free but you can subscribe...

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