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My taxanble and IRA accounts are currently with Schwab Institutional, Fidelity and Ameritrade. I am going to open Roth accounts for wife and I and thought I should consider another custodian and perhaps have some other research available as well as less restrictive policies with mutual funds and...

I'm interested in adding a REIT to my portfolio. The choices range from individual stocks, Exchange Traded Funds, closed end funds and open end funds. I would like a decent yield and some growth. Can those of you invested, please give me some ideas from your good and/or bad experiences. I would...

For those who are earning income and want to shelter some of it because you don't need immediate income and file a joint tax return, you can put it in a Roth IRA. Only one spouse needs to earn income and if over $3000, you can put $3000 in a Roth for both of you, or $7000 total if over 50 years...

I start taking IRA distributions this year and will not need the income for the next couple of years, so I'm looking at alternatives on what to do with the cash. I'm still earning income so I thought I could use $3500 this year and open a Roth IRA. I also have a Vanguard Variable Annuity that I...