Transfer retirement savings?

Apr 22, 2009
Question: I know that we're supposed to do an "institution to institution" transfer when we roll over our 401K from one employer's plan to another,...

Socially responsible retirement savings

Apr 15, 2009
Question: My retirement begins 01/10. I will receive $148,000 in Feb. 10 and my monthly state retirement check will begin. I must roll-over the...

I-bonds vs TIPS

Apr 13, 2009
Question: I have the opportunity to buy $10,000 worth of I-bonds this year, or $10,000 worth of TIPS in an IRA account. Which is better--or is it...

I-bonds for Roth?

Apr 10, 2009
Question: I was told by my bank that it is not possible to put I-Bonds in my Roth IRA. If not, why not? I want to make a contribution that will not...

A tenure decision

Apr 6, 2009
Question: I am an Assistant Professor beginning my tenure process. The short story: depending on the tenure process, this time next year, I may or...

Retirement vs. student loans

Mar 26, 2009
Question: Hi Chris, my question relates to two subjects: a student-loan for graduate studies and funding my retirement. I am 27 years-old and am...

TIPS

Mar 23, 2009
Question: Chris has recommended TIP (Treasury Inflation Protected somethings!) in the past. With the amount of money flowing into the economy from...

For public good, not for profit.

401(k) safety

Mar 12, 2009
Question: The company that manages our 401k plans for my employer has had its rating downgraded by S&P recently due to concern about making its...

Extra money

Mar 6, 2009
Question: My wife and I have transitioned to using cash to pay for daily expenses versus a credit card. As a result of this transition, we have are...

Tax-free alternative to 401(k)?

Feb 19, 2009
Question: Hi Chris, Really enjoy your show. I am a retired military living in Germany. I'm presently approaching 66 years old and am told I must...