My IRA Portfolio Report has international investments performing below averages.   I would like to move my IRA
102207
Don't confuse the term "broker" with fund or investment. I can have my IRA with my broker, Merril Lynch and invested in mutual funds from Oppenheimer and American.\n\nIt sounds like your IRA is invested in an international fund that is underperforming its peers. First, I hope just a portion of your IRA assets are in this investment. You should be diversified across several asset categories, not just international equities. It is the job of your broker to help you determine what the right mix of assets are and which investments to use to fit into the allocation.\n\nIf you are not happy with your broker's advice in addition to the performance of your international fund, then I would consider changing brokers. However, if you like your broker but not your international fund, tell him/her about your displeasure.
517192
Buy a diversified series of mutual funds. Individual stocks are just way too risky in most cases, especially for novice investors, even if they look like a sure thing.  How are Enron and Worldcom doing right now?\n\nMake sure you hit all the assets classes, like Large cap stocks, small/mid cap stocks, international stocks, emerging markets stocks, government debt, corporate debt, hi-yield debt, foreign debt, emerging markets debt, real estate, commodities, and precious metals. That's 12 categories right there, so let's say you get started with with $1200, you're talking about $100 each. \n\nThen sit back and rebalance each year, back to your original percentages. This is called asset allocation. The thinking being, what's BEEN hot is more than likely not going to STAY hot. All markets, after all, are cyclical.  This is why people who invest their 401(k) by just putting in whatever's had the most recent best numbers never get anywhere--they're investig in something that DID will and IS probably NOT doing well.\n\nThis sort of portfolio should average 8-12% per year, so just split the difference and say 10%. Will it do 10% EVERY year? Of course not. I'd be surprised if it ever did EXACTLY 10%. That's an annual average. With that average, your money should double roughly every 7 years. \nSo, in 7 years you should have about $2,000\nin 14 years you should have about $4,000\nin 21 years you should have about $8,000\nin 28 years you should have about $16,000\nin 35 years you should have about $32,000\nin 42 years you should have about $64,000\nin 49 years you should have about $128,000\nin 56 years you should have about $256,000\nin 63 years you should have about $512,000\nin 70 years you should have about $1,024,000!\n\nOf course, if you keep adding money in, say $100 a month, you'll become a millionaire MUCH sooner. The key is discipline, and sticking in when markets are up OR down. Don't try to time the market--you'll NEVER get it right.\n\nHere's a handy formula:\n\n$100/month x 12% retutn x 20 years = $100,000.  \n\nSo if you invest $300 a month, you can expect to have $300,000 or so in 20 years, depending on what return you get.  And remember, even if you stop there, that money itself will double again in 7-10 years, depending.  Then double again.  Then double again.  You get the idea.\n\nIn short, you can make a HELL of a lot of money, with a small output on your part, if you do it right, and are patient.\n\nOh, and if you qualify, and do this all in a Roth IRA? Then every penny will be 100% TAX-FREE. That's a deal that's too good to pass up. That's why I tell all my under-30 clients--if you make under $90,000, and therefore qualify to do a Roth, you'd be a fool not to. Just having the power of youth (and therefore time) on your side is such an advantage, to squander it would be such a waste!\n\nHope this helps!\n--J.\n\nP.S. The previous answerer's advice about contacting Edward Jones is gold.  I would go to their website at www.edwardjones.com, enter your zip code, and find the closest office to you.  Chances are there's one within 10 miles.  They have 10,000 office in the US, UK, and Canada.  And they will take care of you right if you decide you don't want to go it alone.
800115
No you can not. You can roll into your new 401k, an IRA or other qualified retirement plan. You can NOT roll direct into a Roth IRA.\n\nAll the 401k rules can be found at:\n\nhttp://www.advancedwealthsolutions.com\n\nGood luck!
537401
Difficult.  The US Treasury will keep assessments of this sort of information but it is not made public.  Investments are made through brokers and the name of the underlying client is confidential, unless subject to a court order.\n\nAny foreigner investing in the US market has to fill in a W8-BEN form for the IRS which clarifies their tax position.  You might be able to come up with a figure by approaching the IRS and asking if they release summary data from these forms.
502652
E Trade is good, but you will have to pay every time you buy/sell a stock. Why not get a no load mutual fund invested in a Roth IRA (minimal openeing balance) at Vanguard or Fidelity. You are a great age to start an IRA.
1122014
Go to Yahoo or Google, and type in Portfolio Management.  You will get more info than you can ever digest.  Good luck!
505441
Try Vanguard for mutual funds , or Scotttrade if you have some trading abilities.
610335
If you have access to online trading then you can go to the website and view your Demat Allocation.\n\nOtherwise the Bank or the broker where you have opened your account sends you a monthly statement of your holding.\n\nIf you are not getting one you can always ask for the same.
554714
There are 100 different sites that do this.  Be careful trading stocks though.  After you bankrupt yourself, switch to a diversified portfolio of high-quality low-expense mutual funds.\n\n--J.
26290
Try this, dont know if it helps...\n\nhttp://galeb.etf.bg.ac.yu/~mirad/today.html
991333
Please talk to your 401K/IRA administator.  The rules are complex and you shouldn't trust the information you get from a bunch of strangers on the internet.  Good luck!
719547
Try invest in a global equity fund with www.vanguard.com.
599874
Any place that manages IRAs will help you do the rollover -- after all, they want your money!\n\nIf you're young and don't have any other investments, just put it all in stocks, preferably a stock index fund.  You want to look for a fund with the lowest costs.
1180754
depends on what investment options each employer provides.  If you really like the investment options at your preivious employer, you should leave it there.  If you really like the investment options at your new employer your should transfer it over there.  \n\nIf you like neither, you should roll it over to an ira at a big name company like fidelity or vanguard that have a lot of good options.
290196
My idea would be to sell out your traditional ira and put the remaining into your roth ira. You should be talking to your financial advisor about all this. He or She should know all this and be able to guide you what to do. if not, time to get a new Financial advisor. But, at least check out this site which I pulled for you while doing my own research. It looks like it nails it on the head of what your asking about. Read it thoroughly and take it in, then talk to your financial advisor and go from there. Hope I was of some help to you. Good luck! Shuuutnstr =o)\nhttp://www.bankrate.com/brm/itax/news/taxguide/20060102e1.asp
209360
In general terms, yes you can (assuming the company is not set up as an S corp.); IF (like Trade mentioned) you can find a broker willing to administer the account for you. There are two caveats to think about, however.\n\nWhen you go off the beaten path investment-wise, be prepared for extra expenses, extra paperwork and dealing with potentially reduced liquidity.\n\nYou CANNOT own private equity within an IRA if you are also owner of the company issuing the stock. Self Dealing is a prohibited activity and it includes putting any asset into the plan that you benefit from, such as living in a house purchased by the IRA as an investment, or selling personal property to the IRA as well as selling your own company stock to the IRA.
733043
18% in one year? That's really good.\n\nKeep in mind we're talking just one year, and we haven't begun to factor in losses from time to time cutting into that rate of return. \n\nOver a long period of time your rate of return for the typical balanced fund should settle around the historical 6-8% return. \n\nConsidering it's the end of the year and about time to think about taxes, now would be a good time to evaluate your portfolio and figure out a good way to lock in some of those gains in your retirement portfolio, which includes your 401k.\n\nI would rebalance my portfolio so that some of my gains are transferred over into underperforming parts of my account, as well as consider whether those underperformers still provide balance in your overall investment strategy. Just because some portion lost money doesn't mean that, one day, they won't provide support when those high-flyers take a hit.\n\nI'm no professional, so my experience is all personal. But I can at least say I pay enough attention to my investments w/o being obcessed by it. And they've been doing pretty nicely, even through the rough spots a few years ago.