Midcap Funds: Why They May Be the “Just Right” Investment for You

Posted by Richard on March 12, 2015

Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more fully diversify their stock investments, midcap stocks may be a sound choice. Midcap stocks are stocks of those companies with market capitalization (stock price times number of shares outstanding) of between […]

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IRS Clarifies Rollover Rules

Posted by Richard on

¬† After years of ambiguity around what is and is not allowed regarding the disbursement of after-tax contributions to an employer-sponsored retirement plan, the IRS ruled in September of 2014 that plan participants can roll those dollars into a Roth IRA tax free. IRS Notice 2014-54,¬†Guidance on Allocation of After-Tax Amounts to Rollovers, “provides rules […]

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It’s Tax Time: Getting Organized

Posted by Richard on

¬† Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their computer. But it doesn’t have to be that way. Getting organized now — instead of waiting until the days before April 15 — may help streamline your tax preparation […]

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