Posts Tagged ‘inheritance’
Should I make a lump-sum contribution to my mutual fund account or take advantage of dollar-cost averaging?
August 2nd, 2010
I received some inheritance money that I’d like to invest for retirement. I plan to open a mutual fund account with Vanguard and begin investing in index funds. Should I invest the entire lump sum at once or keep it in a high-yield money market account and fund the mutual fund account monthly to take advantage of dollar-cost averaging?
Assume I have no bad debt, have already established an emergency fund, am contributing to a 401(k), and am funding a Roth IRA (also with Vanguard) to the annual max.
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How are mutual fund beneficiaries taxed?
April 9th, 2010
I am the beneficiary of my father’s mutual fund or IRA. When the money is distributed to me, does the IRS see that as income or as inheritance? How it is taxed?
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Posted in Top Rated Mutual Funds | 
Tags: beneficiary, inheritance, ira, irs, money, mutual fund | 
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