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• Income Investing
• Index & ETF Investing

• Income Limits from Your Nest Egg

  Q. It is recommended that retirees withdraw no more than 4 percent a year from their retirement nest egg. Is this in addition to any income that is generated from their funds? Bonds and CDs pay more than 4 percent. And some higher-dividend stocks pay... Posted Jan 03 2007, 06:00 PM by scottb with | with 8 comment(s) Filed under: Index & ETF Investing, Mutual Fund Investing, Q&A (from print), Retirement

• Where to look for 7 Percent Yields

  Q. My wife and I just sold our higher priced home and purchased a new smaller home--using your advice since we are both 70. We have paid for the new home with cash and have over $50,000 we need to invest. We have several CD's and IRA's paying good rates... Posted Jun 22 2000, 11:30 AM by scottb with | with no comments Filed under: Income Investing, Mutual Fund Investing, Q&A (from print), Retirement

• Mutual Funds: Easy In, Tax Complicated Out

  Q. I would really appreciate a "plain English" explanation of a situation that I have been trying to figure out for some time now vis-à-vis my tax expectations on my mutual fund earnings. My wife and I started a mutual fund portfolio with the Janus funds... Posted Feb 03 2000, 09:18 AM by scottb with | with no comments Filed under: Mutual Fund Investing, Q&A (from print), Retirement

• Looking for an Over The Counter Index Fund

  Q. My question is, I am recognizing the advantages of index mutual fund investing and I think that a mutual fund based on the Nasdaq 100 index would have a place in my portfolio, to give S&P 500 index fund holdings a technology kicker. I have been... Posted Oct 14 1996, 09:04 AM by scottb with | with no comments Filed under: Mutual Fund Investing, Q&A (from print), Retirement

• Expenses and No-load Funds

  Q. I read with interest your very comprehensive article comparing the charges of mutual fund class B shares to mutual fund class A shares. It answered questions that I have had for some time. Please compare these same charges to No-load funds for me.... Posted Aug 19 1996, 09:03 AM by scottb with | with no comments Filed under: Mutual Fund Investing, Q&A (from print), Retirement

• Yes, There Is A Squeeze On Pensions and Saving

  Q. A recent article in the Wall Street Journal said that as a result of the GATT agreement, lump sum distributions from qualified pension plans would be significantly lower. This was the result of pegging the calculation for such distributions to 30 year... Posted Feb 22 1995, 08:56 AM by scottb with | with no comments Filed under: Mutual Fund Investing, Q&A (from print), Retirement

• Fees Can Absorb Your Investment Return

  Q. We're both 77 years old and don't have any major problems. Eight years ago we sold a home and put $100,000 in mutual funds. Then eighteen months ago we moved it to Paul Merriman's Managed Assets Portfolio Service. This is a result of going to several... Posted Jan 23 1995, 08:45 AM by scottb with | with no comments Filed under: Mutual Fund Investing, Q&A (from print), Retirement