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A SEP-IRA in troubled times
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Sep 29, 2008
Question: This is the first year I have actually made a profit, after five years of self-employment in New York City. And I'd like to keep as much...
Retirement savings and debt
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Sep 25, 2008
Question: I have a SEP plan. I make quarterly contributions. I commit a % for the year. At the end of the year if I have extra I contribute more....
Are IRAs safe?
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Sep 24, 2008
Question: "Is our IRA account in UBS Financial Services Inc. safe during this wall street crisis?"..." If not, would you recommend taking the money...
Fund 401(k)?
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Sep 23, 2008
Question: I am in my 30's and committed to a long term investment in my retirement. I have decided not to look at my 401k during this terrible...
Is my Roth safe? How about my SEP?
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Sep 19, 2008
Question: I have my Roth IRA with Merrill Lynch, in what they call an MFA account. Also have my SEP there. Since the Bear Stearns debacle, I've...
Diversify Financial Companies?
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Aug 15, 2008
Question: We have just finished our annual retirement portfolio re-balancing. All of our accounts are with Vanguard. Should we consider having some...
Catching Up on Retirement Savings
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Aug 8, 2008
Question: I have a unique "problem" when it comes to planning for my retirement. In my early 20s, I struggled to overcome a life threatening...
Roth-IRAs
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Jul 22, 2008
Question: I'm not quite sure I understand Roth IRAs. I know there's a limit to what you can contribute each year, but is there a limit on how many...
Save for Retirement?
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Jul 17, 2008
Question: Chris - How much should someone save for retirement if they do not plan on retiring? I love my job and I plan on working well into my 70s...
Old Retirement Savings Plan
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Jul 16, 2008
Question: I recently changed jobs and am wondering if I should move funds from my old 401k over to my new one. For your information my previous...
