September 2014 Posts

  • Attention 401(k) Participants: Consistency May Pay Off, Study Finds

    Despite the stock market drops of 2008, the average account balance of 401(k) participants who continued investing during the five-year period ending December 31, 2012, grew by a compound average annual rate of 6.8%, according to a study released jointly by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). ...
  • Deadline Approaching for Undoing a 2013 Roth IRA Conversion

    If you converted a traditional IRA to a Roth IRA in 2013 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo your conversion--you have until October 15, 2014, to do so....
  • U.S. Census Bureau Issues Report on Health Insurance Coverage in 2013

    The U.S. Census Bureau recently released its report, Health Insurance Coverage in the United States: 2013. While previous reports often compared statistics from prior years, this report includes a "complete redesign of the health insurance questions," so caution is recommended when comparing figures from the 2013 report to estimates from prior years. Here are some of the highlights....
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