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Cut back on tax-sheltered savings
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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
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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
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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...
Long-term savings
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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
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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
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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...
Moving retirement savings
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Apr 29, 2010
Question: I have recently lost my job which offered a 401K plan. While my new employer does offer a form of retirement plan it is not a 401K. What...
Low cost entry fee into mutual funds
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Apr 13, 2010
Question: I have credit card debt which causes me a great deal of stress. I'm slowly paying it off. I have a 401k and a savings account. I have a...
Questions aboit IRAs
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Apr 12, 2010
Question: I am a loyal podcast listener. I have two questions that you could help with. The first is on ROTH IRA CONVERSION. Nearly all of my wife...
Retirement planning calculators
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Apr 5, 2010
Question: Can you send me some web sites (other than Social Security) that have calculators to help figure out when is the best time to retire in...
