IRA

Pages

Two IRA questions

Feb 8, 2012
My questions are: 1) Should we set up something for my husband that would be appropriate for us, or should we be adding more of my income to my employee 403(b) match and continue saving that way? 2) What should I do with my 403(b) from a previous employer -- let it continue or roll over?Mary, Spring Lake, MI
Posted In: IRA, 403(b), rollover IRA

Naming your IRA beneficiary

Jan 31, 2012
I live in New York State. Can I have my son as the beneficiary for my IRA and Roth IRA account? If yes, what do I need my husband to sign? Thank you. Wendy, Lockport, NY
Posted In: IRA, IRA beneficiary, inherit

Got the Roth IRA: Now what?

Dec 30, 2011
I'm 25. After listening to your show, I decided, Hey, I ought to start saving for retirement, so I opened a Roth IRA. Now my question is: Is that it? Do I just put money in there and it grows? Or is this the type of thing where, once it's created, I then have to allocate the money in there to various investments? If it's the latter, what the HECK should I direct my first investments toward? Love the show, cheers! Sam, Concord, NH
Posted In: Roth-IRA, IRA, retirement savings, Books

Time to consolidate accounts

Dec 13, 2011
I have been very fortunate to stay almost continually employed despite three layoffs in 10 years. I have also contributed regularly to my employers' sponsored, tax-deferred retirement plans. In the process, I have acquired several accounts managed by Fidelity, including one at my current employer. (Some employers set up three or four accounts.) Is there any downside to rolling over accounts linked to a specific employer to one Fidelity account? I'm just looking to simplify managing my accounts. Thanks! Kathy, Warrenville, IL
Posted In: rollover IRA, IRA, retirement savings

Pages