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  • What does the term "qualified plan" mean?

    A qualified plan is an employer-sponsored retirement plan that qualifies for special tax treatment under Section 401(a) of the...
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    • Sep 18, 2014 06:00 am
  • What is a mutual fund prospectus and how do I read it?

    A mutual fund prospectus is a pamphlet or brochure that provides information about a mutual fund. Mutual fund companies must give...
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    • Sep 11, 2014 06:00 am
  • What is asset allocation and how does it work?

    Asset allocation is the process of deciding how to divide your investment dollars across several asset categories. Stocks, bonds,...
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    • Sep 4, 2014 06:00 am
  • Can I convert my traditional IRA funds into a Roth IRA?

    Yes. Any funds you convert during the tax year, other than amounts that represent nondeductible (after-tax) contributions to your...
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    • Aug 28, 2014 06:00 am