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A foreclosure and a 401(k)
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Feb 28, 2011
Question: I took money out of my 401K to get my home out of foreclosure because I lost my job. Do I have to pay taxes and penalty on that money?...
Diversify or consolidate
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Feb 17, 2011
Question: Some friends at retirement age have invested all of their savings in one family of mutual funds, a well respected fund (Templeton). My...
Play catch-up by taking greater risks?
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Feb 10, 2011
Question: Chris - At the end of last year, everyone and their dog was predicting major gains in the stock market in 2011 (barring unpredictable...
The retirement mantra: Diversify, prudence, and save
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Feb 2, 2011
Question: I am VERY worried about a financial meltdown in the U.S. because of a coming debt crisis which Congress won't do anything about until...
The benefits of tax diversification
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Jan 28, 2011
Question: The company I work for just introduced the opportunity to choose a Roth option for our 401K investments. I've been working for ~19 years...
Saying goodbye can be painful (financially)
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Jan 27, 2011
Question: Recently I've been considering new opportunities that would result in leaving my current employer. I am not yet fully vested in the...
Investing in a home vs. retirement savings
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Jan 25, 2011
Question: I am a 54-year-old single male earning $47,000 per year. Due to the fact that I have worked with an overseas relief organization (read:...
To Roth or not to Roth
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Jan 21, 2011
Question: I recently got a new job where there is no employer sponsored retirement plan. I'm still young, only 26, but I don't have a lot of excess...
Fed up with my retirement plan
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Jan 11, 2011
Question: Can I withdraw my 403 B funds before 59 1/2 years of age? I no longer want to participate. Can I close this account and withdraw my funds...
Catching up on retirement contributions
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Jan 5, 2011
Question: I am retiring from state government (next Wednesday) at the age of 54. I have a good pension, a 401k, and a small 457. I plan to work...
