retirement savings


401(k) withdrawals

Apr 23, 2009
Question: Has the law been changed to allow employees vested under an employer pension plan (401K) to withdraw up to $10,000 without penalty? I am...
Posted In: retirement savings

Transfer retirement savings?

Apr 22, 2009
Question: I know that we're supposed to do an "institution to institution" transfer when we roll over our 401K from one employer's plan to another,...
Posted In: retirement savings

Socially responsible retirement savings

Apr 15, 2009
Question: My retirement begins 01/10. I will receive $148,000 in Feb. 10 and my monthly state retirement check will begin. I must roll-over the...
Posted In: Investing, retirement savings

I-bonds vs TIPS

Apr 13, 2009
Question: I have the opportunity to buy $10,000 worth of I-bonds this year, or $10,000 worth of TIPS in an IRA account. Which is better--or is it...
Posted In: Investing, retirement savings, Taxes

I-bonds for Roth?

Apr 10, 2009
Question: I was told by my bank that it is not possible to put I-Bonds in my Roth IRA. If not, why not? I want to make a contribution that will not...
Posted In: retirement savings, Taxes

A tenure decision

Apr 6, 2009
Question: I am an Assistant Professor beginning my tenure process. The short story: depending on the tenure process, this time next year, I may or...
Posted In: retirement savings, Savings

Retirement vs. student loans

Mar 26, 2009
Question: Hi Chris, my question relates to two subjects: a student-loan for graduate studies and funding my retirement. I am 27 years-old and am...
Posted In: debt, retirement savings, Savings


Mar 23, 2009
Question: Chris has recommended TIP (Treasury Inflation Protected somethings!) in the past. With the amount of money flowing into the economy from...
Posted In: retirement savings, Savings

401(k) safety

Mar 12, 2009
Question: The company that manages our 401k plans for my employer has had its rating downgraded by S&P recently due to concern about making its...
Posted In: retirement savings

Extra money

Mar 6, 2009
Question: My wife and I have transitioned to using cash to pay for daily expenses versus a credit card. As a result of this transition, we have are...
Posted In: debt, retirement savings, Savings