Search Content

Showing 18 Results:

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

The Upside of a Down Market Jul. 08, 2020

Ask Carrie

Dear Carrie: This recent market is depressing. It's torture to see the value of my portfolio go down... Read More

I'm in the Military. Should I Invest in a TSP? May. 27, 2020

Ask Carrie

Dear Carrie: I'm 26 and in the Navy. I enlisted last year and am currently stationed in South Korea.... 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

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

Please note: This article may contain outdated information about RMDs and retirement accounts due to...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