Expat needing to organise and manage money across two (or more) countries. How best to save in multiple places, and organise superannuation/retirement accounts? [more inside]
posted by wingless_angel on Jul 16, 2009 - 7 answers

What are the baby boomers going to do when they can't afford to retire? [more inside]
posted by Clambone on Apr 28, 2009 - 43 answers

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

If you had a very strong incentive to invest money before the end of the year with a 30-year outlook, and a further strong incentive to not adjust your investment strategy over that timeframe unless absolutely necessary, what kind of portfolio would you assemble? [more inside]
posted by anonymous on Dec 5, 2008 - 15 answers

How should I evaluate prospective solo 401k providers? [more inside]
posted by gsh on Nov 17, 2008 - 2 answers

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

PersonalFinanceFilter: 25 year old looking to start making payments into something pensionesque, but with an international bent. Any suggestions? [more inside]
posted by Cantdosleepy on May 15, 2008 - 6 answers

So, we're in a recession. At what point should we pull our investments out of the stock market? [more inside]
posted by raddevon on Apr 25, 2008 - 30 answers

Can I contribute to my Roth-IRA from my savings account if I don't earn an income? [more inside]
posted by ruwan on Mar 19, 2008 - 7 answers

Should I use a hardship withdrawal for my 401K to pay down/off my credit card revolving credit debt? The total debt is over $200K. I am 57. I do not anticipate retirement for another 10 years or so. I have approx $100k in the 401K that I can access. I know that there are IRS penalties for such a withdrawal but my thought was it is better to pay off the debt now and build the 401k back up. So, should I withdraw or not?
posted by cmh0150 on Dec 3, 2007 - 22 answers

How to tell inlaws to buck up and be frugal? [more inside]
posted by ian1977 on Nov 6, 2007 - 41 answers

Looking for good articles, links, etc. that discuss (rationally, not all panicky-like) strategies for managing one's 401(k) in light of recent shifts in the market and (perhaps more importantly) the declining dollar. So far, everything I've found seems geared toward investors managing their stock portfolios rather than workers managing their retirement accounts. [more inside]
posted by anonymous on Oct 1, 2007 - 7 answers

Should we save for down payment or pay off our student loans? and what about retirement? [more inside]
posted by esolo on Jun 11, 2007 - 20 answers

When must an employer deposit their matching funds in a 401(k) account? I understand that employee contributions must be deposited "as soon as possible", but what about the employer's matching?
posted by blue_wardrobe on Jan 18, 2007 - 7 answers

How do I best analyze the performance of my mutual funds? [more inside]
posted by contessa on Sep 25, 2006 - 13 answers

Can I invest my retirement money in my own mortgage? [more inside]
posted by portabella on Sep 25, 2006 - 2 answers

my new employer is offering a 401k package via fidelity investments that is, dare I say it, overwhelming to me. I am especially bothered by the fact that the only advise available on said fidelity investment choices is via the nice folks from fidelity investment. so I looked for financial advisors - but how to judge them? [more inside]
posted by krautland on Aug 28, 2006 - 19 answers

Any experience with American Funds? Could use some opinions about financial planners, too. [more inside]
posted by Señor Pantalones on Jul 25, 2006 - 16 answers

I am presently working with a financial advisor to select mutual funds for my retirement plan. He has explained the differences between Class A, B, and C funds to me, and also suggested that Class A is probably the best option. Is he correct? [more inside] [more inside]
posted by ajr on Dec 30, 2004 - 13 answers