Boost retirement savings

Aug 19, 2010
Question: Love your show! It's interesting to hear all the different financial scenarios that are out there and to hear the solutions to each one....

Early withdrawal from IRA

Aug 10, 2010
Question: I understand there is a thing called 72t that allows a person who quit work after 55 to avoid the 10% penalty for taking a draw from a...

401(k) and IRA--or not

Aug 6, 2010
Question: Is there any advantage to having both an IRA and a 401k? When I quit my job, the 401k that I had was rolled over into an IRA. When I...

Roth-IRA

Jul 30, 2010
Question: My wife is a teacher and has a 403b. We also have a Roth IRA set up for her as well. My accountant says that she can only have the 403b...

Cut back on tax-sheltered savings

Jul 8, 2010
Question: I am a public employee in my early 40s and mandated to contribute 5% of my gross salary to a pension plan. I have contributed the max to...

What to do with Roth

Jul 6, 2010
Question: My husband and I have money in Roth IRAs. We had to stop contributing for three years because my husband and oldest son were both in...

Steer clear of 401(K)? No

Jun 30, 2010
Question: I am 26 years old, working at an Energy Service company for 3 years (right after college graduation). I've been putting 9% in my 401K...

For public good, not for profit.

Long-term savings

Jun 29, 2010
Question: My husband and I are currently maxing out each of our Roth IRA contributions each year. We are looking to put approximately $500 per...

Saving enough for retirement

Jun 15, 2010
Question: I wanted to know if I'm on the right track for retirement and how do I stand if I want to retire early? I currently owe nothing but I do...

Converting to a Roth after 2010

Jun 7, 2010
Question: Hi! I've been hearing a lot of talk recently about the income limits going away in 2010 for converting a traditional IRA to a Roth IRA. I...