I overpaid into my 401k. What can/should I do? [more inside]
posted by anonymous on Dec 24, 2009 - 7 answers

I'm about to leave a startup to go to a different company, and I need some help figuring out how to handle my stock options. [more inside]
posted by anonymous on Nov 17, 2009 - 7 answers

I want to do savings/401k right this time - how do i do that? [more inside]
posted by anonymous on Jul 7, 2009 - 12 answers

I discovered today that I have defaulted on a 401K loan in the amount of $3,896.31 ... help me figure out what the penalties will be & if the confused-sounding rep at Fidelity really knew what she was talking about. [more inside]
posted by anonymous on Jul 2, 2009 - 3 answers

Is it a bad idea to use money withdrawn from a IRA for buying a house? I want to buy a home but I'm having trouble with the down payment and closing costs and I've got a 401K that's just kinda sitting there from my last job. [more inside]
posted by anonymous on Jun 12, 2009 - 6 answers

US Tax Filter: How do I report an asset transfer/rollover from an IRA into a 401k to the IRS so that we are not taxed for the amount? I know you are not my tax advisor. [more inside]
posted by anonymous on May 11, 2009 - 6 answers

I am trying to figure out how to invest money for retirement and otherwise. I am in my late 20s, earn $55,000 annually, have no debt, and about $90,000 in savings. I am currently putting 5% of my salary into a 403(b) which is the maximum amount my employer will match. [more inside]
posted by anonymous on Dec 2, 2008 - 11 answers

Will opening a Solo 401(k) before year's end reduce my modified adjusted gross income (MAGI)? I'm a 28-year-old freelance worker with a sole proprietorship, and I'd like to be able to fully fund my Roth IRA for 2008 [more inside]
posted by anonymous on Jun 26, 2008 - 1 answer

I want to close out my 401k (and pay the necessary taxes) so I can pay off some debt. My 401k says I'm not allowed. Why not? Can I change anyone's mind? [more inside]
posted by anonymous on Jun 9, 2008 - 14 answers

I have tons of debt and am just not getting ahead nor falling behind, either, but.... I'd like to use my 401K to solve this problem. Of course, there's [more inside]
posted by anonymous on Aug 2, 2007 - 8 answers

A tax question. Our family has experienced a drop in income and an emergency (not medical). I have a 40 thousand dollar 401K retirement fund and want to get 16K out of it. Our family makes 91K gross with two dependents. What will be the tax hit on the 15 k from the retirement fund (so we won't be surprised at tax time). [more inside]
posted by anonymous on Jul 21, 2007 - 6 answers

I'm probably going to be taking a new job in the next couple of months. I'm currently at my first "real" job, so i have some questions for those of you who have done this before. [more inside]
posted by anonymous on Jul 29, 2005 - 7 answers