My partner and I need to pay off some debt, and unfortunately we need to dip into our retirement funds. Our tax accountant is on vacation and we can't find the answer to our question. We have two sources–either sell some stock or cash out a couple of short-term IRA CDs. Which is the lesser of two evils? [more inside]
posted by al_fresco on Dec 13, 2008 - 11 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

How can I contribute to my IRAs as soon as possible? [more inside]
posted by Flunkie on Mar 5, 2008 - 12 answers

I forgot to claim a $4,000 contribution to a Roth IRA account during the 2006 tax season. How do I go about claiming this in the 2007 tax season? (more inside) [more inside]
posted by mand0 on Feb 21, 2008 - 11 answers

Does it make sense to (and what are the tax implications) of converting IRA funds into a Roth IRA account? [more inside]
posted by mintchip on Jan 25, 2007 - 12 answers

Tax laws allow you to withdraw money penalty-free from your IRA up to $10,000 if you use it towards a first-time home purchase. We just got the check -- my question is, how do we prove later on that we did use the money for the house?
posted by boognish on Aug 4, 2006 - 14 answers

TaxFilter: Last year I opened an IRA (for 2003), and this year I want to do the same and put away the maximum contribution. Can I just transfer the money into the old account? Or do I need to open a new one?
posted by sd on Apr 12, 2005 - 2 answers