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Retirement

Don’t Pick the Right Stock

When you’re thinking about what should go into your retirement portfolio, ideally, it’s all too easy to get the order wrong, and focus on the investments first. Which mutual funds should I pick? Which bond funds? Which stocks are the best? In...

Get a Tax Credit for Saving

It sounds crazy, but you could potentially get a chunk off your tax bill just for having contributed to your retirement plan in 2012. Although most people are unaware of the so-called Savers Credit, according to a recent Transamerica survey, it...

Should You Convert?

What's the big mystery around Roth IRA conversions this year? Not only were the income caps lifted this year—a big deal for those with a modified adjusted gross income of more than $100,000—if you convert to a Roth by December 31, 2010, you don't...

Saving Your Retirement

  Be calculating How much money do you need to save for retirement? That's a good—and complicated question. Let's keep it simple. For now, you're going to nail down a ballpark figure.Goose egg or nest egg? Use online calculators with caution. They...

Hers vs. His Retirement

Survey says... Although working women are just as likely as men to save for retirement, they're less confident about their ability to plan—and more uncertain about how much income they'll need, according to a recent survey by the Employee...

Your Retirement: On Target

  Fairytale gone wrong Once upon a time, about 15 years ago, a fierce dragon was terrorizing a small village... Wait, sorry! Wrong story. Back in the 1990s, a terrible retirement problem was looming. Traditional pension plans were disappearing,...

Tax Refund Allocation Dilemma

Meet TRAD What is TRAD? TRAD is the Tax Refund Allocation Dilemma, and it's a hazard this time of year. Here's one reader's puzzle: Q: I'm getting about $1,200 back for my tax refund. There are three things that I would like to do. What is the...

Tickle Your Ticker

  Many of you have been following the Invest-Along-With-Ashley series, and we have a key update on the situation. As you may recall: Ashley was eager to start a retirement account—and learned her mom had opened a Roth IRA for her a few years ago....

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