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Friday, September 24, 2010

Individual Retirement Account (IRA)

This post has been updated and moved to an associate's site: Individual Retirement Account (IRA)


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2 comments:

  1. Which mutual fund do you like best?

    ReplyDelete
  2. This is in response to the previous comment.

    We don't have a particular fund that we like best. Even if we did, we wouldn't name it because of our policy of not recommending specific investments.

    We own several funds within our IRA accounts but the mix of these funds changes from time to time. It depends upon a combination of our personal financial goals and market conditions. Working with our financial planner, we select the mix that suits us best at the time. We also use Exchange Traded Funds (ETF) more and more because of their flexibility in terms of buying and selling.

    Having said all this, we have have been pleased with large fund families like Vanguard, T. Rowe Price and Fidelity. There are many others we would like, I'm sure; it's just that we have dealt specifically with these companies.

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