March 2008 Archives
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401K Fund Selection
Mar 29, 2008
One of the challenges of putting a successful 401K plan together is fund selection. Obviously, picking funds with low expenses should be a priority. But then the question is what asset classes do you choose. Do you have the options...
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Employee Fiduciary 401K
Mar 22, 2008
While doing background research for this article, I came across Los Angeles Times' Retirement at Risk series. Part 3 of the series on teachers is especially sickening. (Quick summary: teacher unions endorse ripoff annuity pushers in return for cash.) Moral...
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Posting delays (maybe)
Mar 17, 2008
My wife just gave birth to a baby girl over the weekend so my routine will be in chaos for the coming future. I have a few articles already written and scheduled for release -- whether I can sneak in...
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Company-Sponsored Retirement Plans
Mar 14, 2008
If you are running a company, sooner or later you will need a retirement plan in order to compete for workers. For a small company, the top three options to look at are: SEP-IRAs, SIMPLE-IRAs and 401Ks. Each has their...
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Carnival of Personal Finance #143
Mar 10, 2008
Part 1 of my investment spreadsheet articles was included in the latest Carnival of Personal Finance over at Quest for Four Pillars. I'm way down on the list but better to be near the end than in the middle. Amongst...
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Investment Spreadsheet - Part 3
Mar 6, 2008
Spreadsheet Goodness This is part 3 of a 3-part series. Part 1 Part 2 Part 3 Download the spreadsheet as: OpenDocument: InvestmentTaxSummary.ods Excel: InvestmentTaxSummary.xls In parts 1 and 2, we looked at retirement and taxable accounts. Now let's really dig...
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Investment Spreadsheet - Part 2
Mar 4, 2008
Spreadsheet Goodness This is part 2 of a 3-part series. Part 1 Part 2 Part 3 Download the spreadsheet as: OpenDocument: InvestmentTaxSummary.ods Excel: InvestmentTaxSummary.xls Previously, we looked at samples of the usual assortment of retirement accounts. The standard retirement options...