Stories Tagged as
Retirement savings
Getting IRA money early
Feb 22, 2010
Question: I've been listening for ages trying to figure out how to continue my life while unemployed without losing my home. Today I finally heard...
To convert or not to convert
Feb 17, 2010
Question: I have IRAs and am past age 65 and heading quickly towards 70. I understand that when I die, the remaining balance for my beneficiaries...
Getting started with retirement savings
Feb 12, 2010
Question: Hi! I am a 25 year old female with an entry level, good-paying, secure job. I'm finishing my Master's degree. I have little debt (less...
Inflation protected securities
Feb 3, 2010
Question: I am enthusiastic about your recommendation to make TIPs a core investment. I appreciate this advice along with many other...
Company match
Jan 29, 2010
Question: I just bought into this LLC and used all of my savings to do so. I am in the process of re-establishing my emergency fund. I also want to...
Inflation protection
Jan 21, 2010
Question: If I am concerned about the possibility of inflation, which alternative to choose; TIPS, I-Bonds, or Floating Rate Notes? I am not an...
Roth conversion tax schedule
Jan 19, 2010
Question: If I convert my traditional IRA's in 2010 do I have the option of paying the tax in just the first year or must it be spread over the...
For public good, not for profit.
Roth conversion
Jan 14, 2010
Question: I understand it will be possible to convert an IRA to a Roth IRA without penalty in 2010. Will it be possible to convert any part of the...
Roth conversion
Jan 11, 2010
Question: I heard your segment about converting to a Roth IRA recently and was wondering if it was possible to convert a Beneficiary IRA to a Roth...
Online broker and safety
Jan 4, 2010
Question: You give great advice, Chris. Is it safe to open a Roth IRA with a well-known online broker? I need to put my money to work following a...