A SEP-IRA in troubled times

Sep 29, 2008
Question: This is the first year I have actually made a profit, after five years of self-employment in New York City. And I'd like to keep as much...

Retirement savings and debt

Sep 25, 2008
Question: I have a SEP plan. I make quarterly contributions. I commit a % for the year. At the end of the year if I have extra I contribute more....

Are IRAs safe?

Sep 24, 2008
Question: "Is our IRA account in UBS Financial Services Inc. safe during this wall street crisis?"..." If not, would you recommend taking the money...

Fund 401(k)?

Sep 23, 2008
Question: I am in my 30's and committed to a long term investment in my retirement. I have decided not to look at my 401k during this terrible...

Is my Roth safe? How about my SEP?

Sep 17, 2008
Question: I have my Roth IRA with Merrill Lynch, in what they call an MFA account. Also have my SEP there. Since the Bear Stearns debacle, I've...

Diversify Financial Companies?

Aug 15, 2008
Question: We have just finished our annual retirement portfolio re-balancing. All of our accounts are with Vanguard. Should we consider having some...

Catching Up on Retirement Savings

Aug 7, 2008
Question: I have a unique "problem" when it comes to planning for my retirement. In my early 20s, I struggled to overcome a life threatening...

For public good, not for profit.

Roth-IRAs

Jul 22, 2008
Question: I'm not quite sure I understand Roth IRAs. I know there's a limit to what you can contribute each year, but is there a limit on how many...

Save for Retirement?

Jul 17, 2008
Question: Chris - How much should someone save for retirement if they do not plan on retiring? I love my job and I plan on working well into my 70s...

Old Retirement Savings Plan

Jul 16, 2008
Question: I recently changed jobs and am wondering if I should move funds from my old 401k over to my new one. For your information my previous...