2
Getting Personal
Getting Personal
To view this content, Javascript must be enabled and Adobe Flash Player must be installed.
I listened to your most recent "Getting Personal" and have a clarification question/request. A woman called in about student loan repayement. She was concerned about her future spouse's income being taken into account to determine her payments. Chris Farrell suggested she consider changing her payment option and filing taxes as "married, filing seperate." The clarification: he cautioned that by filing taxes that way, she may lose some benefits, such as the Roth IRA. He made it sound like she would not be eligilbe at all to fund a Roth IRA. I understand it may affect the phase out limits, due to joint incomes, but a primer on how the Roth IRA works and who and how much one contribute would be appreciated, for clarity.
Thank you.
Kristen Anderson
Help! I use to balance my checkbook to the penny every month...but since March or so, I haven't balanced it at all. I just look to see that I have what I consider to be about the amount that there should be in there, and then continue to fret all the while that yet another month has passed and I have yet to balance my checkbook. How would you propose I tackle shaping up financially? This all got started because of the debit card use, and not posting purchases. It has stopped me from donating money, and giving extra because I don't know if it's safe to.
