COX: Converting to a Roth IRA offers considerable tax breaks
The deadline for converting traditional individual retirement accounts to Roth IRAs arrives at the end of the 2009.
Wealth Management
Articles
A battered stock market is no reason to stop investing for a college education
It’s no time to be cautious about investing for a college education. Rather, the drop in the stock market presents an ideal time to be aggressive.
HAUKE: Market the moodiest of economic indicators
Hello, operator? Yes, we seem to have a disconnect. Everyone still has their foul-weather gear on, but the stock market
is calling for blue skies. Can you try the line again, please?
Pets, often overlooked in wills, are getting more attention
While most people consider their family members and funeral costs in estate planning, many overlook their babies who happen
to have four legs, a tail, feathers or even scales. A pet trust is a good solution.
SKARBECK: More reforms sought for target-date funds
Target-date mutual funds, a popular investment vehicle in 401(k) plans and college savings plans, have recently come under
scrutiny by Congress and regulators. Investors are in an uproar over the recent poor performance of funds nearing their target
date.
Skarbeck: Shareholders must hold fiduciaries’ feet to the fire
The economic downturn has provided shareholders an opportunity to press for change
on a variety of corporate governance issues.
Knall accepts suspension in unusual SEC case
Newly public records suggest that securities investigators had far from an airtight insider-trading case against David Knall,
the star Indianapolis investment broker who nonetheless agreed to settle the 3-year-old inquiry by agreeing to a one-year
suspension. The Securities and Exchange Commission announced the pact Dec. 4. In addition to consenting to the suspension,
Knall, a managing partner of Stifel Nicolaus & Co., agreed to pay $123,865.