15 Jun Can I stop 401(k) savings because of an inheritance?
While an inheritance is good news, you need a plan to maximize your opportunities...
03 Jun Conversion to Roth IRA not a simple decision
Consider your entire money situation before choosing a Roth conversion ...
11 May Picking the right retirement plan
What you need to know to choose the best retirement accounts for you. ...
24 Apr Retirement distributions and financial aid don’t mix well
Retirement withdrawals will impact financial aid. ...
20 Apr Am I saving too much in retirement accounts?
Diversify the kinds of savings accounts you're using for the future. ...
05 Mar Confusion over pre- and after-tax contributions
Sleuthing to determine the taxation of a retirement account...
20 Feb The rules for RMDs if you’re still working
Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...
02 Dec How to take Required Minimum Distributions from multiple accounts
If you have multiple IRA accounts, your RMD must reflect all your balances....
21 Nov Choosing between a Roth 401(k) or a traditional 401(k)
If your employer offers a Roth 401(k) and a traditional 401(k), here's what you need to consider. ...
30 Oct Using retirement savings or taking a mortgage to buy a home
If you're waiting for your home to be sold but you've already found a new one, deciding where to get the money for your new pad can have serious consequences....