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Article
03
Jan 07

Income Limits from Your Nest Egg

Q. It is recommended that retirees withdraw no more than 4 percent a year from their retirement nest egg. Is this in addition to any income that is generated from their funds? Bonds and CDs pay more than 4 percent. And some higher-dividend stocks pay more than 4 percent. If we are generating more than...

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Article
09
Sep 04

The Benefits of Investing Through Taxable Accounts

Q. What is your opinion of owning mutual funds outside of a 401(k), IRA (or similar) type of account? I have a substantial amount of cash (about $265,000) that I parked on the sidelines just before the bubble burst. I would now like to get this money reinvested in a couch potato portfolio, either through...

Posted to Registered Investment Advisor (Weblog)

Article
22
Jun 00

Where to look for 7 Percent Yields

Q. My wife and I just sold our higher priced home and purchased a new smaller home--using your advice since we are both 70. We have paid for the new home with cash and have over $50,000 we need to invest. We have several CD's and IRA's paying good rates but would like to another route in maybe mutual...

Posted to Registered Investment Advisor (Weblog)

Article
03
Feb 00

Mutual Funds: Easy In, Tax Complicated Out

Q. I would really appreciate a "plain English" explanation of a situation that I have been trying to figure out for some time now vis-Ã -vis my tax expectations on my mutual fund earnings. My wife and I started a mutual fund portfolio with the Janus funds several years ago, and I am pleased to say that...

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Article
14
Oct 96

Looking for an Over The Counter Index Fund

Q. My question is, I am recognizing the advantages of index mutual fund investing and I think that a mutual fund based on the Nasdaq 100 index would have a place in my portfolio, to give S&P 500 index fund holdings a technology kicker. I have been unable to locate a Nasdaq 100 index mutual fund....

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Article
19
Aug 96

Expenses and No-load Funds

Q. I read with interest your very comprehensive article comparing the charges of mutual fund class B shares to mutual fund class A shares. It answered questions that I have had for some time. Please compare these same charges to No-load funds for me. How does the No-Load fund company receive its charges...

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Article
22
Feb 95

Yes, There Is A Squeeze On Pensions and Saving

Q. A recent article in the Wall Street Journal said that as a result of the GATT agreement, lump sum distributions from qualified pension plans would be significantly lower. This was the result of pegging the calculation for such distributions to 30 year Treasury bond yields instead of a traditional...

Posted to Registered Investment Advisor (Weblog)

Article
23
Jan 95

Fees Can Absorb Your Investment Return

Q. We're both 77 years old and don't have any major problems. Eight years ago we sold a home and put $100,000 in mutual funds. Then eighteen months ago we moved it to Paul Merriman's Managed Assets Portfolio Service. This is a result of going to several No-Load mutual fund conferences. Here's my question...

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