401K and IRA Center: Automatic Rollover Requirements

What are the requirements for an "automatic rollover requirement for mandatory distributions". What is the "No tax withheld" option?

Visit our 401(K) and IRA Rollover Center weekly video guide on 401(K), IRA rollovers and new Roth's IRA for help, tips and investment guide on rolling over your 401K or IRA at Plouthus.com

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ETF update

I have been tracking exchange-traded fund indexes of oil and gas, banking, health and pharma, real estate and commodities but none of these indexes are budging from their lows. Maybe, I am looking at this in the wrong way. A few points here, a few points there- nothing major; The only investors that are possibly making money are the short sellers. If you are good at short selling then this is the market for you. Lets take a look at a good short fund.

ETFs -More training and education

By Rick Walter ETF Training & presentation, education and more... There is so much out there. I went to the iShares website and found a series of educational tools, webinars, web casts , tutorials and presentations that may help a beginner and even experienced investors. I was impressed with the tutorials, but I still think that the financial buzzwords in the presentations may be a bit too complex for beginners. However, the site overall presentation and content is very good! What about taxes? By trade I am a tax professional; I believe that all investments should be analyzed first from a tax position, before an investment decision is made. ETFs are labeled as very tax efficient vehicles. Here is a good article, in my opinion, that explains the tax efficiency issue very well for ETFs. Check our external link section for links to websites that I believe provide top notch information on ETFs, including sponsors, distributors and advisers. I will be adding to the list daily. If th...

UCS end-of-week trading update

UCS end-of-week trading update : A-h-h, the joys of being patient. Trading activity was listless, most of the day. Around 2:00 pm, I thought traders had packed it in already and had decided to call it a week. Then all of a sudden BAM! UAW Members Approve GM Pact , the DOW turned positive, activity picked up, and the scramble was on to adjust positions before the end of the day. The ProShares Technology Fund picked up steam like a ferry headed to the Bahamas for the weekend, closing north of $29.00 with the last trade at $29.55. The fund's share volume increased from 179,00 shares to 312,400 shares, which is not the above average volume I was looking for but good enough to make this a positive week after days of listless trading activity. Next week, I am hoping that the fund can crack the $30 range barrier- we will see. Otherwise, have a great weekend folks. 05/29/09 05:26:38 PM If you are interested in trading this fund, would like a prospectus or have a question concerning this f...

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