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How Does the SECURE Act Impact Saving After Age 70? Jul. 22, 2020

Ask Carrie

Dear Carrie: I turn 70 this year and am working part time. I don't necessarily need the income, but ... Read More

Short on Cash? Carefully Consider Your Options Apr. 08, 2020

Ask Carrie

Dear Carrie: I find myself in the unfortunate position of needing some cash in the midst of this hor... Read More

Tax Law Changes for 2020 Jan. 07, 2020

Succeeding in Your Business

Each year brings new changes to our Byzantine tax system, and 2020 is no different, with recent fede... Read More

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

Privatizing Social Security Jul. 31, 2019

Social Security and You

Q: I am doing a school report on plans to privatize Social Security. What can you tell me about this... Read More

Can You Roll Over a Roth 401(k) to a Roth IRA? May. 01, 2019

Ask Carrie

Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More

Getting a Tax Refund? Here Are Five Smart Ways to Use It Apr. 24, 2019

Ask Carrie

Dear Readers: The new tax law has caused a lot of confusion about tax refunds. On the one hand, earl... Read More

Tax Plan Is a Cut for Everyone Dec. 05, 2017

Stephen Moore

Whenever I'm asked if the Trump tax cut is for the rich, I say yes. It is a tax cut for the rich. It... Read More

Why Trump Won't Privatize Social Security Nov. 16, 2016

Social Security and You

In the past week or so, I've heard from dozens of fearful readers asking about Donald Trump's plans ... Read More

Bonds, Corporate Bonds Nov. 04, 2015

Taking Stock

Dear Mr. Berko: I'm 57 and have $129,000 in cash in my IRA. My broker suggested that I invest in fiv... Read More

Extra Income Sep. 30, 2015

Taking Stock

Dear Mr. Berko: My husband and I are in our 70s, and we both retired several years ago from the real... Read More

Things You Want to Know About Investing but Are Afraid to Ask -- Part 3 Apr. 29, 2015

Ask Carrie

Dear Readers: In the past two columns, I've introduced investing concepts and terms that every inves... Read More

You've Inherited an IRA, so Now What? Oct. 01, 2014

Ask Carrie

Dear Carrie: I inherited a traditional individual retirement account from my father. Should I conve... Read More

Can You Dip Into Your IRA to Buy a First Home? Should You? Sep. 17, 2014

Ask Carrie

Dear Carrie: If I want to buy a house, could I dip into my individual retirement account for part o... Read More

Should the New myRA Account Be Your IRA Account? May. 14, 2014

Ask Carrie

Dear Carrie: My son, who is in his late 20s, has a job with a small company that doesn't offer a re... Read More

IRA and Future Taxes Apr. 16, 2014

Taking Stock

Dear Mr. Berko: My 70-year-old husband recently passed away, and I am the beneficiary of a $623,000 ... Read More

9 Money Myths Exposed: Do You Know the Truth? Apr. 16, 2014

Ask Carrie

Dear Readers: According to a January 2014 Schwab Money Myths survey, no matter how savvy we think w... Read More