The “Back Door” Roth Strategy Until 2010, high income investors could not contribute to Roth IRAs or convert Traditional IRAs to Roth IRAs. The Tax Increase Prevention and Reconciliation Act
A new look at the costs of actively managed mutual funds is the subject of an article written by John Bogle, the founder of the Vanguard Group, in the forthcoming
Following the end of year holiday season is a somewhat less celebrated but equally anticipated season. No, I don’t mean award season. I’m talking about prediction season. Prediction season is
In a recent New York Times article, Robert Olstein, the portfolio manager of the actively-managed Olstein All Cap Value fund, offers his take on how investing with index funds is
Professor Fama is credited with developing the Efficient Market Hypothesis, the academic theory which explains why one should expect index funds to outperform actively managed funds over time. Beginning in
Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
© 2010 – 2024 Fifth Set Private Wealth Management LLC. All Rights Reserved.