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Retirement

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....

Retirement Catch Up

Q: I'm 45 and I'm way behind on my retirement savings. What can I do? A: Plenty! You have about 25 years before you retire (the standard 65 is inching toward 70), so let's make the most of the time you have. Hint: If this topic makes you...

How to Open an IRA

When we met Ashley on Monday, she was pacing the floor, worried about her future savings—when suddenly she got the news that her mother had already opened a Roth IRA in her name. This raised several questions for Ashley, and a particular one for...

Helping Ashley Start Her IRA

We recently heard from Ashley, 25, a documentary filmmaker in Seattle: "How do I get started on an IRA? Or a Roth? I want $340,000 in 30 years!" We offered to help Ashley launch her retirement account, and she agreed to share her saga, as it...

Target Date Mutual Funds

A recent study found that most investors who have target date mutual funds don't understand how they work. What makes this discovery sort of funny—but not in a good way—is that the point of target date funds (TDFs) is that they were supposed to...

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