Stories Tagged as
Retirement savings
Early withdrawal from 401(k)
Sep 10, 2009
Question: Is it possible to move the majority of my balance in my company's 401k to a self-directed IRA without penalty (or quitting my job)? I'm...
Retirement savings and taxes
Sep 4, 2009
Question: Hi Chris - my husband and I are in our 50's and trying to plan well for retirement, including how to protect our retirement money from...
How to protect against inflation
Jul 23, 2009
Question: I hate to see this happen to the Obama administration; however, if you combine the debt created by the Bush era and the deficit spending ...
The 60 day IRA rule
Jul 20, 2009
Question: This past quarter, I made a series of small withdrawals from my IRA to keep the mortgage and other bills paid. I returned the first draw...
Variable annuity
Jul 16, 2009
Question: Hi, I know from searching Chris' articles in the past that he's said variable annuities are a bad idea. I recently found out that my dad...
What is emergency savings
Jul 8, 2009
Question: My husband and I got married recently and we're having a bit of a debate about what constitutes an emergency fund. I believe it is an...
"Claim and suspend" Social Security
Jun 30, 2009
Question: Is it worthwhile for me to defer receiving Social Security benefits for a few years until I actually need them? I am started receiving...
For public good, not for profit.
IRA contributions
Jun 24, 2009
Question: My 18 year old daughter is graduating high school and going on to college. She has had odd jobs, but has earned no more than $600. I...
Inflation and an IRA
Jun 17, 2009
Question: I'm interested in finding a good investment for inflationary times. This would be about 7% of my retirement portfolio; around 10,000 in...
After-tax retirement savings
Jun 16, 2009
Question: The company I work for offers a 401k, both normal pre-tax contributions and after-tax contributions, and also a Roth-401K. Can you please...