Welcome to Mutual Funds Advisor

Roth IRA Phase-Out Rules Regarding Contribution Limits

There are certain circumstances when your contribution limit to a Roth IRA account may be reduced (phased out); namely, when your modified adjusted gross income (AGI) goes above a certain level.

IRS 401k Contribution Limits for 2009, 2008 - 2004

We have provided you with the contribution limits to your 401 (k) plan for the years 2004, 2005, 2006, 2007, 2008 and 2009 as they are established by the IRS (the Internal Revenue Service).

SEP IRA Contribution Limits for 2009, 2008 - 2004

A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a retirement plan that is easy to set up and administer, and has relatively low administrative costs. Under a SEP plan employers make contributions that are subject to certain limits.

403(b) Contribution Limits for 2009, 2008 - 2005

Just as with a 401(k) plan, 403(b) plans allow employees to make salary deferral contributions to their 403b plan sponsored by the employer. These contributions are limited by certain regulatory caps.

Simple IRA Contribution Limits for 2009, 2008 - 2003

A SIMPLE IRA is an employer sponsored retirement plan, which is typically used by small businesses and allow eligible employees to contribute a limited part of their pre-tax pay to the retirement plan.

Traditional IRA and Roth IRA Contribution Limits for 2009, 2008 - 2002

The Federal government imposes certain annual contribution limits to Roth IRA and traditional IRA accounts. In this article will find the IRA contribution limits for the years 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009.

Section 457 Plan Contribution Limits for 2009, 2008 - 2005

Basically, the contribution retirement plans described in IRC section 457 are very similar to the 401(k) or 403(b) plans and all are subject to certain contribution limits. You can contribute both to a Section 457 retirement plan and a 401k plan.

Top 10 Stock Market Crashes

We have compiled a list of the most financially painful market crashes in the US history. This means that the market has been down over 37% from its highest to its lowest. Additionally, the market crashes we have included are characterized by long periods of duration.

Hedge Fund of Funds Advantages

A fund of hedge funds represents a diversified portfolio of unrelated hedge funds. This type of investment provides its investors with many benefits. One of them is the decrease of the risk levels of an investment portfolio.

Fund of Hedge Funds

A fund of hedge funds represents a portfolio of unrelated hedge funds that is characterized by a high degree of diversification.

The “Hedge Fund Rule”

The hedge fund industry has started to gain an increasing popularity, which has led to the rising instances of fraud. As a result the SEC has embarked on the implementation of several rules that are intended to limit the cases of schemes.

Hedge Fund Advantages

Hedge funds have gained an increasing popularity thanks to the many benefits they offer to their investors. They have managed to make positive returns under the conditions of both falling and rising equity and bond markets.

Hedge Fund Volatility Myth

Many investors believe that hedge funds experience a high level of volatility. However, this is not the case. This commonly held misconception is based on the assumption that hedge funds apply global macro strategies.

Hedge Funds 101

The hedge fund industry has attracted many pension funds, endowments, private banks, insurance companies and etc. by its many advantages. They typically select them for the purpose of minimizing the volatility of their portfolios as well as for increasing the generated returns.

Hedge Fund Investing Strategies

The overall success of hedge fund strategies is facilitated by the independence of hedge funds from the movement of the equity market.