Is Your Retirement Investment Portfolio Tax Efficient?

February 5th, 2010 admin

Most long term investment and savings goals boil down to achieving a comfortable retirement or reaching financial freedom. Many of us have shorter term financial objectives such as buying a new car or house, maybe saving up for a vacation or investing for our children’s 529 college savings plans . But why not admit it — our minds often toy around with what may seem like more distant goals. Don’t we all want to have financial freedom from the daily toils of the 9 to 5 lifestyle? How does enjoying a lifestyle and doing work independently of having a job sound? Image from Rediff.com Is Your Retirement Investment Portfolio Tax Efficient? It’s not just “here’s the watch; have a nice life” anymore. The fact is that these days, we expect to have longer lifespans, and therefore, possibly more time…


Originally posted on The Digerati Life

Related Videos from Youtube

  • Investment B(W)anker caught looking...
    www.pivotfarm.com Investment Bank worker busted on national TV looking at Nude photos (Miranda Kerr) - Seven News Update In a Seven News News Flash, a Macquarie Bank worker can be seen looking a nude photos in the background during a live cross to Martin Lakos of Macquarie Private Wealth.
  • The best investment a Muslim can ma...
    thedeenshow's guest this week is Kemal El Mekki and we'll be talking about the ultimate way to get the best rewards in Islam. thedeenshow.com Remember to support by getting a box of dvds of thedeenshow. www.thedeenshow.com Volume 2 is ready to be used for Dawah. We ask that your local Masjids, Msa, any Dawah organizations get involved in getting these Dvds by the bulk and using them when they host any non muslim events and giving them as gifts for the non muslims for the purpose of Dawah.
  • hitler's investments...
  • Ron Paul - New Orleans Investment C...
    Congressman Paul talks about the dollar and the importance of protecting individual liberty.

More videos ...

 
  Related Posts
Your Mutual Fund Investment Portfolio: How Many Funds Should You Own?
Your Mutual Fund Investment Portfolio: How Many Funds Should You Own?
More tips on how to invest in the stock market . You’ve probably heard the diversification mantra for years and that it’s a major key to successful money management. And, as many unfortunate folks have recently learned, lack of diversification can mean the difference between a nice nest egg and possibly none at all. But, are you one of... 
Retirement Investing Advice For Late Start Investors
Retirement Investing Advice For Late Start Investors
When did you start saving for retirement ? Think you’ve missed the boat because you didn’t get a chance to invest early ? Reality Check For Those Nearing or Approaching Retirement Age Awesome image by Mark Stivers For many of us who are 65 years or older, we live by our social security checks. In fact, this is literally the situation... 
The New House And New Goals For 2010
The New House And New Goals For 2010
It’s been a full week and we are loving our new home .  We are still waiting for the new furniture for our living room to arrive, along with some bar stools for the kitchen, but other than those items, we are all settled.  (If you ever want to find out just how much stuff you have – move!  Whew.) Obviously, now that we have a house... 
A retirement attitude adjustment?
A retirement attitude adjustment?
Once in a while at work I hear one of my coworkers talking about their retirement portfolios, usually about how badly it’s been hit the past couple of years. One particular time I was cleaning out my lunch dishes and was overhearing a friend and another coworker talking.  Her portfolio had taken a hit (like many others) because of the stock... 
Tips for Retirement Planning
Some days I think that I get so bogged down in dealing with our day-to-day finances that retirement seems too far away to even think about. I know that my husband and I won’t be old enough to retire for almost thirty years. Who has time to think about retirement planning when it’s so far away? Whether it’s far away or not, retirement planning... 
Getting back on the retirement horse
Jason and Patty Simkins, both 40, have saved next to nothing for retirement in the past year. They were rattled by the rocky market, which caused the value of their portfolio to tumble 40% at its low point.  Read More →
A Review of My 2009 Personal Finance Goals
A Review of My 2009 Personal Finance Goals
In January, I created seven personal finance goals for myself.  Sometimes I succeed, sometimes I fail miss the target.  Let’s see what I accomplished in 2009.  I said I would: 1. MAXIMIZE INVESTMENT CONTRIBUTIONS – contribute the maximum ($23,500) to all of my investment accounts by December 2009: 401k: $16,500 – ‘09 max,... 
Rules To Build A Basic Stock Portfolio
Rules To Build A Basic Stock Portfolio
Our contributing writer, Tim Parker, is a stock picker who’s built a basic stock portfolio. Here, he explains his stock investing strategy. If you’re interested in The Digerati Life’s take on stock market investing , you can review this post on how to beat the average investor’s returns . Image from smh.com Have you noticed... 
How to win at playing retirement catch-up
Consider this, if you have doubts about any lingering damage to your retirement savings from the financial crisis: Although stocks are up more than 60% since March, the 401(k) of a typical boomer at the same company for at least 10 years is still worth less than it was two years ago — even with additional contributions over that period and employer... 
Thoughts On Technical Analysis of the Investment Markets
Thoughts On Technical Analysis of the Investment Markets
Musings on stock market investing . I was indulging my regular surfing habit and came upon yet another insightful observation by Monevator, this time, on the (de)merits of technical analysis. I’ve found that many bloggers and investors of my persuasion are usually critical of technical analysis, especially as we’ve embraced index investing,... 
  Related Tweets from Twitter
dental_laser (reena james)  : http://ow.ly/XFjt Sonos To Take Investment From Index Ventures, Add Mike Volpi To Board Of Directors http://ow.ly/16LRSr..
Updated : 2010-03-11T01:23:30Z   |  Reply  |  View Tweet
SantelPHIN (Santel PHIN)  : Sonos To Take Investment From Index Ventures, Add Mike Volpi To Board Of Directors http://ow.ly/16LRSt..
Updated : 2010-03-11T01:23:29Z   |  Reply  |  View Tweet
michalgawel (Michal Gawel)  : RT @techcrunch Sonos To Take Investment From Index Ventures, Add Mike Volpi To Board Of Directors http://ow.ly/16LRTp..
Updated : 2010-03-11T01:23:22Z   |  Reply  |  View Tweet
ktrae (ktrae)  : @simeons @davemcclure @Pistachio @davidcohen thanks for the a great early stage investment discussion #mitef..
Updated : 2010-03-11T01:22:54Z   |  Reply  |  View Tweet
SocialMediaSean (Sean Charles)  : Sonos To Take Investment From Index Ventures, Add Mike Volpi To Board Of Directors http://ow.ly/16LRVK..
Updated : 2010-03-11T01:22:52Z   |  Reply  |  View Tweet
  Related News from Digg
Leave a comment | Trackback
No comments yet.

Spam Protection by WP-SpamFree

TOP