I pay into a 401K plan for my company I work for, just how does that effect...
I’m doing my taxes online and its asking if I contributed to a traditional ira, roth ira, or either. Sadly, I don’t know which of these to to choose. I pay into a 401k plan and according to my profile...
View ArticleFirst year for my 401k and I wonder do I have to file the amount I have paid...
This is the first year I have ever put money into a retirement plan and I was not sure if I am to file the monetary information on my taxes. I have not borrowed against the 401k or transferred any...
View ArticleRetirement IRA, or new “year of retirement” plans ?
I am 35 years old…..I have about $40 thousand dollars in my 401k plan thru a previous employer…I no longer contribute to plan…..I just want to tuck it away somewhere and forget about it until I am...
View ArticleWhat is the potential of getting 401K Termination Taxes back at the end of...
We just bought a new house (2008), we have a new baby (2007) and I am interested in claiming my old 401K from a previous employer. The taxation would be 20% not including state (MO). My husband thinks...
View Article24 year old: Is buying stock, IRA, 401K a good choice or bad one now?
I am 24 and have absolutely no experiences with investing. After payaing off student loan and cost of living/expenses, I will have about 50K saving by Dec 2009. I plan to do the following...
View ArticleHELP! Waldo deposited $2,000 at the end of each year into an Individual...
the account pays 7 percent compounded annually. How much will be in the account in 25 years? 2) Walton deposited $1,750 into an ordinary annuity at the end of each quarter in an account earning 8...
View ArticleI’ve been married for less than a year, how much can I lose in a Divorce?
My husband is an alcoholic and I’m not sure how much more I can take. I have money in retirement plans and savings that I had before he and I got together will I lose any of it? We have a house, boat...
View ArticleG’s Mortgage Tips – Is it better to do a 15 year fixed or maximize your 401k...
With low rates, a lot of clients are refinancing to a shorter term loan, but we need to make sure we are not forgetting to max out our retirement account contributions as well.
View ArticleAn engineer planning for retirement decides that she wants to have income of...
An engineer planning for retirement decides that she wants to have income of $163,703 per year for 20 years with the first withdrawal beginning 30 years from now. If her retirement account earns...
View Article401(k) Problem: Could You Live on $3100 a Year?
A new industry-backed study says people are happy with their 401(k) accounts. But the average retirement account holds only enough money to provide retirees with $3100 a year in income. That’s not...
View Article
