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...