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A strategy that identifies companies with strong growth in earnings and sales as well as a reasonable price-earnings ratio given the company's growth rate, buying by insiders, and relatively strong price action.
The “Other” Costs of Financial Fraud
Victims of financial fraud incur a variety of costs, including legal fees, banking fees, stress and anger.
Tailor Retirement Withdrawals Based on Your Tax Situation
Taking required minimum withdrawals first and then tapping taxable accounts may not always make sense depending on a retiree’s tax situation.
New Rules for Rolling Over Aftertax 401(k) Contributions
Taxpayers now have the option to designate which accounts pretax and aftertax contributions from 401(k), 403(b) or 457(b) plans are disbursed to.
Top AAII Articles
These guidelines for creating a better investment process are based on Spier’s own experience as a professional fund manager and value investor.
Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods.
Updated performance figures for both portfolios and notes for the Model Shadow Stock portfolio are now available.
Bequesting your IRA to charity, naming grandchildren as beneficiaries of your Roth IRA or having an heir disclaim an IRA inheritance can lower your estate’s tax exposure.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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AAII Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
(For Members Only)
|3-Year Return||5-Year Return||10-Year Return|
|Data as of 3/31/2015.|
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."
Retirement is a passage from one lifestyle to another. One way to think of the term "retire" is by placing a hyphen between the 'e' and the 't' and creating a new term—re-tire: To put on new treads.
Those who take the voyage seriously and do the right kind of retirement planning usually have a smoother trip and more fun.
Discussions with seasoned retirees indicate that there are many myths and misconceptions about retirement. Often you will hear these myths stated as fact. Here are some of the most common ones.Read More »