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Posts Tagged ‘lump sum’

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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Technorati Tags: 401 k, bad debt, emergency fund, high yield money market, high yield money market account, index funds, inheritance, lump sum, money market account, mutual fund account, retirement, roth ira, vanguard, yield money market

I am 60 years old and I want to put my savings a safe place. I want to suppliment my retirement income with the interest from a money market account. The problem is: will I be taxed on the lump sum that I transfer from a 401k to a money market account?

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Technorati Tags: 401k, lump sum, money market account, retirement income, safe place

I have mutual funds in which I have invested through different agents. For these I get statements separately. Now I want to transfer all my mutual funds to my Bank account so that I get a consolidated statement for the amount invested through SIP and lump-sum.

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Technorati Tags: consolidated statement, lump sum, mutual funds, sip