IRA
Guide
How to Save for Retirement
Saving for retirement is easy if you know how. Watch this exclusive MoneyTips video as Philip Taylor(@ptmoney), founder of the site PTMoney....
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News
The Supreme Court Puts Your IRA at Risk
Individual Retirement Accounts (IRAs) have historically been protected from creditors seeking to access them in cases of bankruptcy. While t...
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Q&A
Asked by Chrisitna
Answered by Michael Minter
Financial Adviser in Tampa, FL
Financial Adviser in Tampa, FL
Always take advantage of the Match your
company is providing you. This is FREE money,
so what whatever your company is matching you,
make sure to contribute the maxim...
Q&A
Asked by Jill
Answered by Richard Eddy
Financial Adviser in La Verne, CA
Financial Adviser in La Verne, CA
If your employer doesn't offer a retirement
plan, an IRA or Roth IRA are good options.
Although they are more limited in the amount
of money that you can contribute ea...
Guide
Backdoor IRAs 101
A “backdoor IRA” strategy is a method to get around the income limits that preclude higher income earners from opening a Roth IRA. The strat...
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Guide
When Financial Documents Don’t Agree
Written by Dan Crimmins
Financial Adviser in Woodcliff Lake, NJ
Financial Adviser in Woodcliff Lake, NJ
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Q&A
Asked by Yvette
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
Yvette, I hope you received qualified
professional tax and financial planning advice
when you made the decision to roll over your
401(k) into an annuity. The terms an...
Q&A
Asked by Bobbie
Answered by David Meyers
Financial Adviser in Palo Alto, CA
Financial Adviser in Palo Alto, CA
You have a variety of options as to what to do
with it. And leaving it alone is one of them
-- so long as (a) it's invested well (i.e.,
good investment choice, low/no...
Q&A
Asked by Heather
Answered by Michael Keeler
CFP®, CLTC in Las Vegas, NV
CFP®, CLTC in Las Vegas, NV
The best way to start saving is to have some
different accounts for different time
horizons. For example, a savings account with
3-6 months worth of living expenses is...
Q&A
Asked by Erin
T
Answered by Tim
Like many things in life . . . it depends. If
you have an actual defined benefit pension
account, you would be looking at moving it to
some other pension manager, and...
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