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Software to consolidate investments across accounts

Hello Experts, I am looking for suggestions for software that I can use to track my investments across different accounts (401K, IRA, taxable and bank accounts). What I expect from it: 1. Being able to import investments from different accounts automatically 2. Being able to consolidate the investme...
by S_YAGNESH
Sat May 24, 2014 2:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Software to consolidate investments across accounts
Replies: 3
Views: 461

Term life insurance query

Hi experts, I am planning to buy a term life insurance. Based on my research here and outside it looks like a term life insurance for 10 years and $600K would cost me anywhere between $17 - $20/month. Firstly thank you for the suggestions and education on the different insurance options. Without thi...
by S_YAGNESH
Tue Jun 04, 2013 2:22 am
 
Forum: Personal Finance (Not Investing)
Topic: Term life insurance query
Replies: 2
Views: 318

Tax on profit from exchange of funds in a 401K account

Hello experts, I believe someone here would be able to help me with this question. I participate in my employer sponsored 401K plan and I contribute to both traditional and Roth 401K. I balanced the account few times in 2012 and as part of it exchanged some mutual funds for others that had lower exp...
by S_YAGNESH
Wed Apr 10, 2013 12:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: Tax on profit from exchange of funds in a 401K account
Replies: 3
Views: 781

Investment in taxable account

Hi, I am planning to invest in Vanguard Total Stock Market ETF in a taxable account and the reason I want to do this is to be able to liquidate it and reclaim the money. My questions are: 1. Is VTI a good investment for a taxable account? 2. Are there other ETFs that I should be looking at besides V...
by S_YAGNESH
Wed Mar 27, 2013 1:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment in taxable account
Replies: 2
Views: 417

Bank question [Online or Brick and Mortar?]

Hey, I have a checking and savings account with a national bank but I am terribly dis-satisfied with their fee for non proprietary ATM withdrawals. I am thinking about moving to a non brick and mortar online bank (like Ally) that also gives me higher rates for checking and savings account. 1. What a...
by S_YAGNESH
Thu Feb 07, 2013 2:11 pm
 
Forum: Personal Finance (Not Investing)
Topic: Bank question [Online or Brick and Mortar?]
Replies: 19
Views: 2133

Is additional insurance required?

Hi, I am a 34 year old and have $450K term life insurance from my employer. My family too have life insurance as part of my benefits. I am contemplating buying extra term life insurance but somehow feel that it will be an overkill as I already have insurance from my employer. 1. Am I correct? 2. Wha...
by S_YAGNESH
Wed Feb 06, 2013 3:14 am
 
Forum: Personal Finance (Not Investing)
Topic: Is additional insurance required?
Replies: 2
Views: 259

Asset allocation question for 34 year old

I am a newbie investor and mostly do self-directed investments based on information gathered from public sources and conversations with friends and colleagues. I looked at the current asset allocation in my 401K and was surprised to see that I have 0% allocated to bonds. I have read at several forum...
by S_YAGNESH
Fri Jan 18, 2013 3:58 am
 
Forum: Investing - Help with Personal Investments
Topic: Asset allocation question for 34 year old
Replies: 3
Views: 638

Traditional IRA question

Hi, I am a resident alien and a newbie in investing. I am planning to open a traditional IRA in order to take advantage of the tax deductions. However given the looming fiscal cliff and tax increases associated(although it does not affect a IRA account), I have the following questions for the invest...
by S_YAGNESH
Thu Nov 15, 2012 3:38 am
 
Forum: Investing - Help with Personal Investments
Topic: Traditional IRA question
Replies: 2
Views: 272

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