401(K)S, IRAS SEE POSITIVE RETURNS.(MoneyWise)

The Cincinnati Post (Cincinnati, OH);  April 26, 2005 ;     484 words ......the historic returns of 401(k) and IRA investors for the five years that ended in December...401(k) investors and 70 percent of IRA investors made gains or at least broke even over...five-year returns of 4 percent, and IRA investors had median returns of 3.2 percent...

Portfolio changes usually aren't wise moves

Daily Breeze;  May 9, 2005 ;   Meg Richards THE ASSOCIATED PRESS;   747 words ......the historic returns of 401(k) and IRA investors for the five years that ended in December...401(k) investors and 70 percent of IRA investors made gains or at least broke even during...five-year returns of 4 percent, and IRA investors had median returns of 3.2 percent...

IRA Investors Not Fazed.

Kiplinger's Retirement Report;  April 1, 2008 ;     54 words ...n IRA investors not fazed. Despite market volatility, 60% of IRA owners have either already made a contribution for 2007, or are planning to do...

Mortgage partnerships offer suite deals for IRA investors

Chicago Sun-Times;  March 7, 1986 ;   Kenneth R. Harney;   787 words ......mortgage partnerships for small-scale IRA investors, Brennan noted. On the one hand, the...anticipated by the sponsors to sweeten IRA investors' returns down the road. Moreover, with...partners. Brennan's tactical advice for IRA investors examining mortgage partnerships: Go...

Sticking Variable Annuities In IRAs Sometimes Pays Off

Chicago Sun-Times;  April 23, 1995 ;   Russ Wiles;   725 words ......annuity traits could come in handy for IRA investors. "Conceptually, combining the two is...payout plan with annuities could help IRA investors. These people must start withdrawing...you have to start taking out money. IRA investors, as noted, must start withdrawals soon...

IT MIGHT BE RIGHT TIME FOR AN IRA CHECKUP.(BUSINESS)

The Capital Times (Madison, WI);  February 14, 2001 ;     631 words ......inertia? A recent survey discovered that three out of four IRA investors have never transferred IRA money. In other words, the investment...patience can be a good thing, it's also possible that many IRA investors made uninformed, or even poor investment decisions in the...

Providence Journal, R.I., MoneyLine Column.

Knight Ridder/Tribune Business News;  January 27, 2003 ;     787 words ......have larger gains than other stocks, IRA investors would be attracted to them for the...Revenue Service. After all, he said, IRA investors have the same focus as other investors...general will make them more attractive to IRA investors as well. Here are some other points...

Don't get worked up over latest tax plan.(The Providence Journal)

Knight Ridder/Tribune News Service;  February 3, 2003 ;   Downing, Neil;   787 words ......have larger gains than other stocks, IRA investors would be attracted to them for the...Revenue Service. After all, he said, IRA investors have the same focus as other investors...general will make them more attractive to IRA investors as well. Here are some other points...

Season Sees Financial Firms in Pursuit of IRA Investors

The Journal Record;  March 2, 1994 ;   Kathy Kristoff;   787 words ......for example, said it won't charge its $10 account fee for IRA investors who put their money in the company's Growth Income fund or...it would waive annual fees and up-front sales charges for IRA investors who invest more than $5,000 in most Fidelity mutual funds...

It's already time to think about next year's taxes

The Gazette;  April 11, 2007 ;   DAN SERRA The Gazette;   494 words ......income an extra $500 for those who can max it out. Traditional IRA investors who are also active in a company retirement plan can earn...see their income limit rise to $156,000 from $150,000. Roth IRA investors can earn up to $6,000 more in income before their contribution...

Your portfolio may be ripe for a Roth; These IRAs can carry some tax...

The Christian Science Monitor;  February 3, 2003 ;     588 words ......take that kind of a tax hit at that age. Tax law does offer IRA investors one escape hatch. If they convert to a Roth IRA and the market...amp;R Block. Still, recharacterization may offer tentative IRA investors the fallback position they need in order to make big forward...

De Novo Banks Draw Interest From IRA Investors: As investors continue to...

US Banker;  June 1, 2005 ;   Conrad, Lee;   787 words ......the 800 investors in the bank, Hahn says that about 200 are IRA investors with an average investment of $30,000. There was a great...for at least three years. But that is not a hindrance for IRA investors because retirement accounts inherently have a long-term perspective...

THE TICKER.(Business)

The Boston Herald;  January 1, 2004 ;     316 words ...Quick hits The IRS may crack down on conflicts of interest that have enabled Roth IRA investors to dodge corporate taxes and avoid limits on fund contributions. The IRS issued a notice saying some owners have shifted assets...

The appeal of VAs for IRA rollovers.(Sales Ideas)(Ivariable annuities of...

National Underwriter Life & Health-Financial Services Edition;  May 17, 2004 ;   Buckingham, Brandon W.;   787 words ......beneficiaries. These unique features appeal to a growing segment of IRA investors. For one, the variable annuity offers an easy way to invest...minimum death benefits (GMDBs) particularly are attractive to IRA investors who intend to leave substantial assets to their heirs...

Start-up Strategy

Northwestern Financial Review;  March 15, 2007 ;   Maxwell, Paul E;   744 words ......investments. One of the investment opportunities that has IRA investors excited today is the ability to invest in private equities...of its start-up capital base of $19.5 million from local IRA investors. This method of funding and ownership structure was preferred...