Question: I have a very small traditional ira and would like to convert it to a Roth ira…. is there a way to do this without penalty? Elle,…

Question: I am setting up separation/divorce paperwork. At this time it will be a separation because that way I can keep health insurance. My…

Question: I work for the government and have a TSP account with the majority of my money in the government security fund which is a no risk fund….

Question: My wife will be entering retirement in about a year at 64 1/2 and I will follow soon after. We have about 200k in Roths, 500k in taxable…

Question: We currently have 12 months of income in savings – laddered CDs through our credit union earning up to 1.982% interest. We can withdraw…

Question: For the last couple of years, I have been slowly but surely paying off the "bank of dad" in $500 installments for a loan for my first…

Question: I am interested in other options of Credit Cards that DO NOT charge a yearly fee! I have had my United Visa for years and pay 60/year. I…

Question: My wife recently got a new job and it is farther away from home then she would like to drive everyday, so we are looking at moving. The…

Question: Hello, I am e-mailing to get advice on my Mother's upcoming retirement. She is 53 and has worked at Publix Supermarkets which is a…

Question: I have used some of the offerings of online retirement calculators available on the internet, and although I have gotten favorable…