Posts Tagged ‘stocks’

Investing & Personal Finance Tips : IRA Conversion Rules 2010

Friday, September 3rd, 2010

In 2010, the IRA conversion rules for individuals making more than 0000 will change so that existing IRAs can be converted into Roth IRAs with two years to pay off taxes on the money. Transfer assets from a traditional IRA to a Roth IRA if you think you may be in a higher tax bracket upon retirement with advice from aninvestment portfolio manager in this free video on individual retirement accounts. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman

how to claim loss on my tranditional ira account ?

Friday, August 27th, 2010

I have trade some stocks in my traditional ira account in 2007 and have some short term gain. I am also holding a stock for a few years and still a loss in my ira account- I am planning to sell it. Do I have to sell it same year to net out my gain in my portfolio ? what is the tax rate for capital gain in ira account ?

Investing & Retirement Funds : How to Compare IRA CD Interest Rates

Sunday, August 22nd, 2010

Comparing IRA CD interest rates is similar to comparing interest rates outside of an IRA and requires checking with different banks and brokerage firms for the best rates. Check a variety of certificates of deposit for the best rate inside of an IRA with advice from aninvestment portfolio manager in this free video on investing and retirement funds. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman

Investment Advice : IRA Rules for Investing

Wednesday, August 4th, 2010

The rules for IRA investing dictate that investments should be practical, such as stocks, bonds and mutual funds. Avoid triggering tax consequences from the IRS due to poor investment decisions with advice from an investment consultant in this free video on investing. Expert: Roger Groh Bio: Roger Groh is the founder of Groh Asset Management. Filmmaker: Bing Hu

Personal Financial Planning Tips : How to Determine Fair Market Value of a Charitable Donation

Monday, July 19th, 2010

Determining fair market value of charitable donations has been changed by the IRS and can be done by looking online at the value through various websites. Factor in age and condition when calculating fair market value of charitable donations with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu