I'll
roll it over annually, like Oppenheimer did.
Not exact matches
Each month, he forms three groups of eight equally weighted portfolios of industries ranked separately by: (1) beta based on
rolling regressions of industry returns versus value - weighted market returns
over the past 60 months; (2) value based on the latest available industry book - to - market ratios (value - weighted composites of component firm book - to - market ratios, updated
annually); and, momentum based on lagged six - month industry returns.
Interest options: monthly, quarterly,
annually or upon maturity, with automatic
roll -
over option
You can certainly self direct your HSA as well, but many employer contributing plans administrators do not allow
roll -
overs so that is something you would have to find out (similar to 401k» plans) There are also self administered 401k plans which are even more beneficial than a SDI as well as your ability to create and operate your own pension plan with employer (your own company) contributing and the amounts of funds which can be contributed each year far exceed the SDI which is limited to $ 5k
annually for single people, 10k
annually for married couples filing jointly and $ 12k
annually for married couples with the «catch up» provision.