Investing

Investing is the process of putting your money to work in order to gain a profit.
All Questions: Investing
Posted January 19, 2017 · New York, NY
Mark Struthers

Mark Struthers

CFA, CFP®

Good question.

Most likely no, it would not. Generally, it is good to have both Roth and 529 assets. The reason being is the Roth has more flexibilit...

Posted January 19, 2017 · Cincinnati, OH
Mark Struthers

Mark Struthers

CFA, CFP®

Great job on the savings. There are a lot of variables but having access to both pre-tax and post-tax dollars in retirement is fantastic. You are smar...

Posted January 19, 2017 · Chicago, IL
Martin A. Smith

Martin A. Smith

AIFA, CRPC

Thanks for your question. You are young, saving each month and your company is offering a generous match. My suggestion is that you save as much as yo...

Posted January 18, 2017
Mark Struthers

Mark Struthers

CFA, CFP®

If you have to take the withdrawal, then you would owe ordinary income tax and a 10% penalty. In addition to the tax and penalty there is always the l...

Posted January 18, 2017
Mark Struthers

Mark Struthers

CFA, CFP®

Most likely. I work with a lot with higher-income folks and two good options are the 1) Back-Door Roth IRA or 2) Back-Door Roth 401k. The main rub is ...

Posted January 18, 2017

I agree with Susan Easthope that Health Equity is an excellent choice. I also have had excellent experience with this no-fee company.

R. Ruth Linden,...

Posted January 18, 2017 · San Francisco, CA
Mark Struthers

Mark Struthers

CFA, CFP®

The timing of your question is great. The reason being is Vanguard just completed a study on this. Their results go along with my "feeling" of the las...

Posted January 18, 2017 · Miami, FL
Mark Struthers

Mark Struthers

CFA, CFP®

Hi,

Good question. Some small business owners are too busy to find the best plan. Yes, most often solo-401ks are the best way to save. You are able t...

Posted January 18, 2017

This is an excellent question. First, it is very important to diversify your assets and avoid any volatility from a single stock.

Second, if your c...

Posted January 17, 2017
Mark Struthers

Mark Struthers

CFA, CFP®

I have worked with a couple of pharmaceutical healthcare startups that worked with home health companies and nurses are in very, very high demand.

Th...

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