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Software Program or Spreadsheet to forecast 401K?

I was wondering if anybody had any suggestions for a software program or even an Excel spreadsheet that would enable me to: 1. Track my 401K investments and/or 2. Forecast my 401K earnings over time. I'm looking for something where I could plug in my current 401K values, and then enter an expected i...
by Parasky
Wed May 01, 2013 3:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Software Program or Spreadsheet to forecast 401K?
Replies: 2
Views: 1008

Re: Please help picking funds for 401K

That makes sense. Thanks.
by Parasky
Wed Apr 17, 2013 10:16 am
 
Forum: Investing - Help with Personal Investments
Topic: Please help picking funds for 401K
Replies: 6
Views: 688

Re: Please help picking funds for 401K

Thanks for the replies. I do have an Roth IRA that I just funded this year. I just have it in the Vanguard Life Strategy Moderate Growth Fund. I really like the idea of the three fund portfolio. I'd like to not have to put a lot of time into making sure all of my retirement savings are balanced, ect...
by Parasky
Tue Apr 16, 2013 9:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please help picking funds for 401K
Replies: 6
Views: 688

Please help picking funds for 401K

Hi, I'm so thankful to find this board. I'm pretty new to investing but have been trying to educate myself by reading this board, the wiki, and reading the various books recommended here. Now I know just enough to get myself in trouble. So now I'm taking a harder look at my fund options in my 401K o...
by Parasky
Tue Apr 16, 2013 5:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please help picking funds for 401K
Replies: 6
Views: 688

Re: Newbie Roth Rollover Question [Early withdrawal penalty?

Thanks. That's the section of the Irs pub that I was looking at. I'm not worried about any extra taxes on the conversion because it's all non-deferred contributions. My specific question is whether the 10% penalty would still apply if I wanted to take an early withdrawal of contributions only from t...
by Parasky
Mon Mar 25, 2013 3:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Newbie Roth Rollover Question [Early withdrawal penalty?]
Replies: 5
Views: 936

Re: Newbie Roth Rollover Question [Early withdrawal penalty?

Thanks for responding! That's what I initially thought also, but after reading pub 590 it seems to imply that if the Roth rollover was funded from a non-deferred contribution to an IRA, then the 10% penalty wouldn't apply. This seems to be the relevant sentence from pub 590, "You generally must...
by Parasky
Mon Mar 25, 2013 9:20 am
 
Forum: Investing - Help with Personal Investments
Topic: Newbie Roth Rollover Question [Early withdrawal penalty?]
Replies: 5
Views: 936

Newbie Roth Rollover Question [Early withdrawal penalty?]

Hi, I'm so glad I've found this forum. I'm just starting my retirement planning. My salary is too hight to make a direct Roth contribution so I am planning on making a non-deferred contribution to an IRA and then rolling it over to a Roth to get around the salary limit. I don't currently have any IR...
by Parasky
Sun Mar 24, 2013 9:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Newbie Roth Rollover Question [Early withdrawal penalty?]
Replies: 5
Views: 936

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