Monthly Archives: July 2011

Don’t let your ex-spouse inherit your 401(k)

Link: Don’t let your ex-spouse inherit your 401(k) Great article, with unfortunate example provided by Ed Slott. Mentions, but doesn’t say how to resolve, some community property state issues, too.

Starting an IRA for your kid

Link: Starting an IRA for your kid Worth reading. I recommend that if your kid has any qualified earned income, consider putting that much into your kid’s IRA, especially a Roth.

Deciphering ETF Yield Metrics – Seeking Alpha

Link: Deciphering ETF Yield Metrics – Seeking Alpha A pretty good article describing some of the different “yield” numbers which may be published about a given mutual fund, particularly bond funds.  Just because a fund has been making distributions at a particular level lately doesn’t mean that it can reasonably be expected to keep it […]

Estate Planning Done Right: How to Help Your Family from the Great Beyond

Link: Estate Planning Done Right: How to Help Your Family from the Great Beyond More really great estate planning notes

Reader Story: Estate Planning – The First Month

Link: Reader Story: Estate Planning – The First Month Some really great pointers here.  Including some things one might not have thought about before such as the importance of liquidity (not just naming beneficiaries), up-to-date access to passwords and files, etc.

Americans Lose Faith in Stock Pickers – BusinessWeek

Link: Americans Lose Faith in Stock Pickers – BusinessWeek

Hourly Financial Advice – The Right Model? – CBS MoneyWatch.com

Link: Hourly Financial Advice – The Right Model? – CBS MoneyWatch.com

Using your IRA to invest in real estate? Get expert advice – SFGate

Link: Using your IRA to invest in real estate? Get expert advice – SFGate Nice article about using self-directed IRAs in order to invest in non-traditional IRA assets – particularly real estate.  Some quotes from the president of Pensco Trust.  Notes, briefly, a couple of the caveats.  Maybe an article about self-directed IRAs and their […]