From This Collection

A Roth conversion

Jul 18, 2011
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,...

Divorce and 401(k)s

Jul 15, 2011
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...

Default risk and retirement savings

Jul 14, 2011
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....

Delaying Social Security

Jul 13, 2011
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...

Safe savings and inflation

Jul 12, 2011
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...

Debt extinguished. Now what?

Jul 11, 2011
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...

Looking for a better credit card

Jul 8, 2011
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...

For public good, not for profit.

Sell, buy, rent? That is the question

Jul 7, 2011
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...

Preparing for early retirement

Jul 6, 2011
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...

Retirement savings calculators

Jul 1, 2011
Question: I have used some of the offerings of online retirement calculators available on the internet, and although I have gotten favorable...