Special Report on
Rebalancing Your Mutual Fund
Rebalancing Your Mutual Fund - Trends
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Automatic enrollment, investment advice, the Roth 401(k) ... employers continue to add features to their retirement plans. Here are the trends and the caveats. By Liz Pulliam Weston In the beginning, safety features weren't a standard part of automobile design. It took decades for car manufacturers to introduce things like seat belts, collapsible steering columns and crush zones on mass-produced vehicles. Likewise, 401(k) plans weren't originally designed to save investors from themselves -- or from run-ins with greedy plan administrators or a malfunctioning marketplace. But a couple of decades of experience in seeing ...
Rebalancing your mutual fund portfolio outside a registered plan typically means you’ll be taxed on any capital gains as soon as you sell your investment. That’s because transferring money from one fund to another is considered a sale of one fund and the purchase of another. Corporate class funds are an increasingly popular tax-efficient option that you may want to consider. Unlike most mutual funds, which are structured as trusts, corporate class funds are set up as corporations. Under this corporate umbrella are a number of funds, providing diverse choices of asset classes, regions, ... Read More
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REBALANCING YOUR MUTUAL FUND
Is it time to rebalance your portfolio? - Vanguard
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