Retirement Planning
Q: Hedge Funds
Is Your 401k Safe?
From employer shenanigans, that is, not market fluctuation
Question: My friend is 71 years old and she just retired from the Navy. She has a federal TSP account that has $190,000 in it. What is she supposed to do with that $190 grand?
Elvis Is Dead.
And, no, the government is not trying to seize your 401(k)
Uh-Oh!
Get ready to spend a fortune on health care costs in retirement
Q: How much money can we withdraw from our accounts and be sure our money will last the rest of our lives?
The Most Important Financial Decision You Will Make
Question: I have a few small pensions from previous employment that kick off about $1,200 a month. Since it's fixed income, sort of like a bond is, should I count that as having part of my assets in bonds when I'm arranging my asset allocation?
Can Society Afford to Pay Promised Pension Benefits?
We may find that honor gives way to economic reality
Raise Your Hand If You Know How Much You'll Need in Taxes
Not so fast!
Question: Are retirement monies protected from lawsuits?
Converting an IRA Annuity to a Roth?
Watch out for unintended consequences
Roth Conversion Funds Untouchable for 5 Years
Unless you want to pay a 10% penalty
The Life That Got Away
Learn What Affluent Retirees Wish They Had Done Differently
How Real is the Threat to Government Pensions?
Controversial call on The Ric Edelman Show highlights debate over the future of public pensions
Question: Is there ever a good time to roll a 401(k) into an IRA while you're still with a company, or is that even possible?
Part II in Series: Surviving the Sandwich Generation When Siblings Can't or Won't Help
The Sandwich Generation
Question: Regarding Roth IRA conversions, what is there to prevent the government years from now taking these Roth IRAs and changing rules and making them taxable or making them subject to the AMT?
Question: I'm getting ready to retire in a month and I want to know if I should convert everything...
A Graduation Story
Relax. The Government is Not Going to Seize Your 401(k)
An inside look at the evolution of an utterly ridiculous rumor
Who Should You Designate as Your IRA Beneficiaries
Do you want to withdraw money from your IRA? Find out how to minimize your taxes and let your IRA last as long as possible -- even for generations
Are You Coming Up Short for Retirement?
Here are a few strategies that, if taken seriously, might help you attain the retirement lifestyle you're looking to achieve.
Top Ten Things to Do Before Retiring
Here's what to do now if retirement is on your horizon.
Will You Have to Work During Retirement?
Paying for College and Homes vs. Retirement
Once upon a time, Americans built their own homes - all it took was an ax, a saw, hard labor, and help from family and friends...
How to Withdraw Money from Your Company Retirement Plan Without Paying the 10% Penalty
Not everyone is subject to a 10% early withdrawal penalty. The IRS has 10 exceptions to that rule
Memo to Congress: Make this Change to 401(k) Accounts NOW!
This change to 401(k), 403(b), 457 plans and IRAs would most likely benefit workers more than any other proposal - but no one is talking about it.
New 401(k) Investment Choice Causes Common Mistake by Workers
If you've opted for this investment choice in your 401(k), you may be making a big mistake. I'm talking about something called a lifestyle fund. Here's the deal...
Is Your 401k Safe?
From employer shenanigans, that is, not market fluctuation
Question: My friend is 71 years old and she just retired from the Navy. She has a federal TSP account that has $190,000 in it. What is she supposed to do with that $190 grand?
Elvis Is Dead.
And, no, the government is not trying to seize your 401(k)
Uh-Oh!
Get ready to spend a fortune on health care costs in retirement
Q: How much money can we withdraw from our accounts and be sure our money will last the rest of our lives?
The Most Important Financial Decision You Will Make
Question: I have a few small pensions from previous employment that kick off about $1,200 a month. Since it's fixed income, sort of like a bond is, should I count that as having part of my assets in bonds when I'm arranging my asset allocation?
Can Society Afford to Pay Promised Pension Benefits?
We may find that honor gives way to economic reality
Raise Your Hand If You Know How Much You'll Need in Taxes
Not so fast!
Question: Are retirement monies protected from lawsuits?
Converting an IRA Annuity to a Roth?
Watch out for unintended consequences
Roth Conversion Funds Untouchable for 5 Years
Unless you want to pay a 10% penalty
The Life That Got Away
Learn What Affluent Retirees Wish They Had Done Differently
How Real is the Threat to Government Pensions?
Controversial call on The Ric Edelman Show highlights debate over the future of public pensions
Question: Is there ever a good time to roll a 401(k) into an IRA while you're still with a company, or is that even possible?
Part II in Series: Surviving the Sandwich Generation When Siblings Can't or Won't Help
The Sandwich Generation
Question: Regarding Roth IRA conversions, what is there to prevent the government years from now taking these Roth IRAs and changing rules and making them taxable or making them subject to the AMT?
Question: I'm getting ready to retire in a month and I want to know if I should convert everything...
A Graduation Story
Relax. The Government is Not Going to Seize Your 401(k)
An inside look at the evolution of an utterly ridiculous rumor
Who Should You Designate as Your IRA Beneficiaries
Do you want to withdraw money from your IRA? Find out how to minimize your taxes and let your IRA last as long as possible -- even for generations
Are You Coming Up Short for Retirement?
Here are a few strategies that, if taken seriously, might help you attain the retirement lifestyle you're looking to achieve.
Top Ten Things to Do Before Retiring
Here's what to do now if retirement is on your horizon.
Will You Have to Work During Retirement?
Paying for College and Homes vs. Retirement
Once upon a time, Americans built their own homes - all it took was an ax, a saw, hard labor, and help from family and friends...
How to Withdraw Money from Your Company Retirement Plan Without Paying the 10% Penalty
Not everyone is subject to a 10% early withdrawal penalty. The IRS has 10 exceptions to that rule
Memo to Congress: Make this Change to 401(k) Accounts NOW!
This change to 401(k), 403(b), 457 plans and IRAs would most likely benefit workers more than any other proposal - but no one is talking about it.
New 401(k) Investment Choice Causes Common Mistake by Workers
If you've opted for this investment choice in your 401(k), you may be making a big mistake. I'm talking about something called a lifestyle fund. Here's the deal...
