January 2008

Interview with Investing Author Richard A. Ferri, CFA

January 18, 2008

Richard Ferri is CEO of Portfolio Solutions, LLC, an investment management firm based in Troy, MI. Portfolio Solutions manages approximately $1 billion in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth. Rick has written five books on [...]

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Traditional IRAs and Roth IRAs: Here’s what’s new for 2008

January 17, 2008

The IRS each year issues a very helpful and thorough publication about Individual Retirement Accounts or IRAs. Called Publication 590, the document covers traditional IRAs, Roth IRAs, SIMPLE IRAs and other related issues. The IRS just released its 2007 edition (it comes at the end of the year). It’s available as a pdf, but be [...]

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Enter to Win 3 Great Investing Books by Richard A. Ferri, CFA

January 16, 2008

I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. These are two [...]

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How I Overcame My Fear of Lending Money on Prosper.com

January 15, 2008

I‘ve invested in the stock market for more than 15 years. I own mutual funds that invest in junk bonds, emerging markets, micro cap stocks and other very risky investments. I’ve lived through severe market downturns like we saw in 2000-2002. I’ve watched my portfolio balance plunge, all the while holding steadfast with my investment [...]

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Quicken Online + The iPhone = Yuck! (with iPhone screenshots)

January 14, 2008

I’m reminded of Bill Murray in the movie Groundhog Day when he was behind the wheel of a pickup and cautioned the groundhog: “Don’t drive angry, don’t drive angry!” That was just before they drove off a cliff. Now I can hear Bill telling me, “Don’t write angry, don’t write angry!” The truth is I [...]

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How to Prevent Another Subprime Mortgage Debacle (or, “What My Dad Knew Long Ago”)

January 11, 2008

This is a guest post from a good friend and former colleague named Peter. If you’d like to write for TDR, please drop me a line. Photo Credit: woodleywonderworksRemember when “junk bond” was a dirty word? People and companies bought these newfangled high-interest rate bonds without fully appreciating that the interest rates were high because [...]

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The Dough Roller to donote 50% of its revenue to charity

January 10, 2008

My wife and I had an interesting conversation over the holidays. Out of the blue, my wife suggested I donate all of the revenue that this site generates to charity. My immediate response was what would be the point of building this site if I gave EVERYTHING to charity. I started The Dough Roller for [...]

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Alternative Minimum Tax (AMT) may delay 13.5 million tax refunds

January 7, 2008

In December, Congress passed a one-year “patch” to the Alternative Minimum Tax (AMT). The patch will save nearly 23 million taxpayers about $2,000 in taxes. Most of these savings will go to those earning $172,000 to $455,000, although those earning $84,000 to $121,000 will save an average of $,1425. So what’s the problem? Congress acted [...]

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A Helpful 401(k) & IRA Rollover Chart from the IRS

January 4, 2008

That’s right, the words helpful and IRS sometimes go together. The IRS has produced a chart showing whether a rollover between 401(k), 403(b), 457(b), IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts is permitted. Clicking on the chart or here will download a pdf version of the chart. The chart includes hyperlinks to additional [...]

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