retirement savings


Early withdrawal from IRA

Aug 10, 2010
Question: I understand there is a thing called 72t that allows a person who quit work after 55 to avoid the 10% penalty for taking a draw from a...
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401(k) and IRA--or not

Aug 6, 2010
Question: Is there any advantage to having both an IRA and a 401k? When I quit my job, the 401k that I had was rolled over into an IRA. When I...
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Jul 30, 2010
Question: My wife is a teacher and has a 403b. We also have a Roth IRA set up for her as well. My accountant says that she can only have the 403b...
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Cut back on tax-sheltered savings

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...
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What to do with Roth

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...
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Steer clear of 401(K)? No

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...
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Long-term savings

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...
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Saving enough for retirement

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...
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Converting to a Roth after 2010

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...
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Moving retirement savings

Apr 22, 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...
Posted In: retirement savings, Taxes