Ask Kip

Ask Kip

May 17, 2019

Why Your Investment Return May Differ From the Fund Company's Returns

The amount you invest, the timing and the price you paid for the shares will determine your return when investing in a mutual fund.

See More On: Mutual Funds

May 16, 2019

How to Add Treasury Bonds, Bills and Notes to an IRA

While you can't use the government's TreasuryDirect website to buy Treasury securities for your IRA, there are other ways to get the securities online.

See More On: Stocks & Bonds | Banking | IRAs

May 15, 2019

Why Your Credit Score May Drop When You Shop for a New Phone Plan

Wireless carriers often use a scoring system that differs from the traditional credit score when it reviews new mobile customers.

See More On: Credit Reports & Scores | Leisure Spending

May 13, 2019

How to Avoid Required Distributions from a Roth 401(k)

Rolling a Roth 401(k) into a Roth IRA can eliminate required distributions for investors who want their money to continue to grow tax-free.

See More On: Required Minimum Distributions (RMDs) | 401(k)s | Employee Benefits