Guidelines for Choosing a Financial Adviser

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Tax Advantages of Qualified Charitable Distributions From IRAs The U.S. tax code allows someone who is already at least age 70½—not someone who will turn 70½ later this year—to directly transfer up to $100,000 of funds from their traditional individual retirement account (IRA)…

 

Most AAII Readers Conduct Their Own Research of Mutual Funds & ETFs

The February 2017 issue of the AAII Journal contains the updated Individual Investor’s Guide to the Top Mutual Funds. This valuable member benefit included 728 in the print version, while online there is information covering nearly 1,600 funds. AAII members that are new to mutual fund investing also have access to explanatory articles in the Funds/ETFs section…