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Five Steps Women Can Take Toward Financial Empowerment Nov. 13, 2019

Ask Carrie

Dear Carrie: Despite our many advances, it seems like women still fall behind men when it comes to m... Read More

Can You Use IRA Assets to Purchase a Retirement Home? Should You? Oct. 30, 2019

Ask Carrie

Dear Carrie: My wife and I are both over 63 and want to purchase a primary residence for our retirem... Read More

Do You Have to Pay Income Taxes on Social Security Benefits? Sep. 25, 2019

Ask Carrie

Dear Carrie: From what I've read, if a married couple has annual withdrawals from 401(k) plans, indi... Read More

Where's the Best Place for Extra Savings -- a Roth 401(k) or Roth IRA? Sep. 18, 2019

Ask Carrie

Dear Carrie: I'm 22 and recently started my first real job. I've had a Roth individual retirement ac... Read More

Tax Reform Should Encourage More Saving, Not Less Nov. 02, 2017

Veronique de Rugy

Republicans want tax reform, but their refusal to cut spending forces them to look into all sorts of... Read More

Oil Tax and Roth IRAs Nov. 23, 2016

Taking Stock

Dear Mr. Berko: Please answer the following two questions for me. A co-worker believes that Congress... Read More

What Would Buffett Do With $27,000? Jun. 08, 2016

Taking Stock

Dear Mr. Berko: My husband and I are 26 and recently inherited $27,000. That's more money than we be... Read More

If You Have a 401(k), Do You Need an IRA, Too? Mar. 04, 2015

Ask Carrie

Dear Carrie: I already have a 401(k). Does it make sense to open an individual retirement account, ... Read More

Government Hands on Roth IRAs? Oct. 29, 2014

Taking Stock

Dear Mr. Berko: I'm 69 and retired, and I have an individual retirement account worth $628,000. Fort... Read More

Roth Versus Traditional 401(k) -- Which Is Better? Jul. 23, 2014

Ask Carrie

Dear Carrie: I've been contributing to a regular 401(k) for eight years, but my employer just start... Read More

Can You Give Part of Your IRA to Your Family Tax-Free? Mar. 19, 2014

Ask Carrie

Dear Carrie: Can my wife and I gift part of an IRA to family members without tax to us? Our kids ar... Read More

Need to Put Retirement Savings on the Fast Track? Feb. 26, 2014

Ask Carrie

Dear Carrie: I'm facing my 50th birthday and am embarrassed (and a bit panicked) that I've saved ve... Read More

Broker Recommends Equity-Indexed Annuity Nov. 20, 2013

Taking Stock

Dear Mr. Berko: My significant other and I are in our early 50s, and in March 2008, we rolled over o... Read More