Stories Tagged as
Retirement savings
Help for aging parents-in-law
Mar 10, 2010
Question: My parents in law are 89 and 90 yrs old and have $300,000 in assets. My father in law is a retired military officer but if he dies, our...
A Roth rollover
Mar 9, 2010
Question: I am 27 and have a Roth IRA account with Wachovia. This plan was started under my last employer but I am currently unemployed and am not...
What to do with savings
Mar 2, 2010
Question: My wife and I are trying to figure out where to put $7,000 just sitting in our savings account. My wife is in graduate school and has...
Getting IRA money early
Feb 22, 2010
Question: I've been listening for ages trying to figure out how to continue my life while unemployed without losing my home. Today I finally heard...
To convert or not to convert
Feb 17, 2010
Question: I have IRAs and am past age 65 and heading quickly towards 70. I understand that when I die, the remaining balance for my beneficiaries...
Getting started with retirement savings
Feb 12, 2010
Question: Hi! I am a 25 year old female with an entry level, good-paying, secure job. I'm finishing my Master's degree. I have little debt (less...
Inflation protected securities
Feb 3, 2010
Question: I am enthusiastic about your recommendation to make TIPs a core investment. I appreciate this advice along with many other...
For public good, not for profit.
Company match
Jan 29, 2010
Question: I just bought into this LLC and used all of my savings to do so. I am in the process of re-establishing my emergency fund. I also want to...
Inflation protection
Jan 21, 2010
Question: If I am concerned about the possibility of inflation, which alternative to choose; TIPS, I-Bonds, or Floating Rate Notes? I am not an...
Roth conversion tax schedule
Jan 19, 2010
Question: If I convert my traditional IRA's in 2010 do I have the option of paying the tax in just the first year or must it be spread over the...