1
vote
5answers
112 views

Investing in 401k and a Roth IRA

I am a senior in college and I have $3,000 dollars from my summer internship that I want to invest. I was thinking of investing it in a Roth IRA in an index mutual fund. However I am questioning my ...
1
vote
1answer
109 views

What are the tax implications of exchanging one fund for another in a tax-sheltered account?

What are the tax implications (if any) for exchanging one fund for another in a tax sheltered account (Roth IRA)? e.g. Changing from, say, a Life Strategy Fund to a Target Retirement fund.
-1
votes
1answer
95 views

Vanguard fund, Roth IRA, and 1099

About a week ago, I opened a Roth-IRA and purchased a Vanguard life strategy fund (VASGX), made the contribution for 2013 Tax Year. I should get q 1099, correct? How long does this normally take?
4
votes
1answer
307 views

Are there any consequences for investing in Vanguard's Admiral Shares funds instead of ETF's in a Roth IRA?

I have a Roth IRA with Vanguard, and I saw this question: What is the difference between shares and ETF? about the differences between Admiral Share funds and ETFs. I've also seen stuff talking about ...
8
votes
3answers
650 views

Did basically all mutual funds have a significant crash in 2008?

I am interested in starting a Roth sometime in the near future, but I'm worried about an economic downturn like 2008 eating up a lot of my savings at some point in my life. Did most mutual funds take ...
0
votes
1answer
66 views

Losses and costs of selling mutual funds in U.S

I am living, studying/working, investing mutual funds, and paying taxes in U.S.. I have a mutual fund and I have accumulated about 10k loss on it in both my margin account and Roth IRA account. If I ...
6
votes
3answers
279 views

Can I buy mutual funds from more than one company with multiple Roth IRA accounts?

I am a college student who is relatively new to investing. This summer, I opened a Roth IRA through T. Rowe Price and I have contributed $2,500. Can I open another Roth IRA with another company such ...
4
votes
1answer
75 views

How do I research, analyze, and choose the right mutual fund for a roth ira?

I recently opened a Roth IRA in the USA and I'm new to investing. How do I research a mutual fund and what aspects should I analyze to figure out if it fits my investment strategy (I might not even ...
12
votes
3answers
486 views

Should I “hedge” my IRA portfolio with a life cycle / target date mutual fund?

I'm fully contributing to my Roth IRA every year into a brokerage account that is 100% in mutual funds. I've done basic mutual fund research and picked about 5 different funds that match what would ...