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I started investing in no-load mutual funds about 1 year ago, so I'm fairly new. I have a Scottrade Roth IRA and have learned that the available no-transaction fee funds through this institution are not that great (in my opinion) for developing a long term diversified portfolio. I would like to...

I rolled my Roth IRA over from one institution to another less than a year ago. I would like to roll a portion of it over to another institution (to gain access to a wider variety of mutual funds). Publication 590 states that a rollover from one IRA to another is subject to a waiting period...

Hi, I am a fairly new mutual fund investor (I only invest in No-Load Funds in a Roth IRA, 34 years old, limited funds saved because I have a PhD) and was curious whether anyone has experience with using the "upgrading" strategy. In particular, I was wondering if there are any good books on the...

Hello, I opened a Roth IRA through Scottrade and have started investing in no-load mutual funds. Scottrade charges $17 each time you purchase shares in a fund (unless it is a no-transaction fee fund, but I'm ignoring those here for arguments sake). I save money diligently and am curious how...

I am fairly new to mutual fund investing (Roth IRA). Although I have done extensive research on many aspects of mutual funds I have a question I cannot seem to find an answer to. Many funds charge a redemption fee if the shares are sold within a certain time frame (we'll say 30 days for...