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12 posts tagged with retirement and finances. (View popular tags)
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Please help me organize my investments and finances! (401k Rollover!)

Need help deciding what to do with my investment finances, including rolling over my prior Co. 401k rollover. I hold 2 401ks, 1 Roth IRA and I'm planning maybe on an index Fund. Details inside! [more inside]
posted by PetiePal on Mar 18, 2014 - 8 answers

How can I help my parents with their retirement planning?

I am helping my parents plan their retirement by looking into possible cities and/or communities for them to settle. My father has worked in NYC for the duration of his professional career and wants to retire somewhere in the Northeast. After much internet research but very little progress, he wants to spend Sun-Tues (Oct. 13-Oct. 15) driving around DE, MD, PA, and northern VA to scope out possible areas. I have been asked to accompany him on this trip but I want to create some structure around the trip to avoid simply driving around aimlessly. [more inside]
posted by allthingsconsidered on Oct 11, 2013 - 7 answers

How to find an advisor for international personal finance issues?

How can I find a fee based financial adviser with expertise in international situations for personal banking, investing, retirement saving and tax planning? I am a Canadian expat, former UK resident, and immigrant to America (living in Chicago) and will have income and retirement savings coming from multiple countries and uncertainty about where I will ultimately end up. How can I find someone who can help me with my particular situation?
posted by srboisvert on Aug 29, 2013 - 4 answers

Financial Planner or Advisor in San Francisco

Do I need a (fee-based) financial planner, advisor, or tax accountant? Recommendations for one in San Francisco? I'm almost 30, almost debt-free, and feeling out of my depth as I try to figure out what to do about non-retirement savings. [more inside]
posted by polexa on Apr 16, 2013 - 5 answers

Would You Move for Better Schools?

Moving to a better school zone. Should I do it? Tough decisions concerning moving, staying put, and financial future. [more inside]
posted by anonymous on Aug 25, 2012 - 19 answers

Not looking for a detailed plan, just a quick

Saving for retirement - the advice and calculators out there are too complicated and I constantly question my assumptions. Is there a good rule of thumb to use until I visit an advisor? [more inside]
posted by Tehhund on Aug 3, 2012 - 17 answers

Service Purchase for Retirement

I work for a public library and have 18 years of service. I can retire with full benefits at 30 years. I have the option of paying the state a lump sum of $10,000 to service purchase my four years in the Marines. This means I can retire earlier. I have to think this has to be worth it. It will put a dent in my 401k but to retire at 51 rather than 55 seems like a hell of a good deal for $10,000. Thoughts?
posted by zzazazz on Jan 4, 2012 - 19 answers

VISA or pension?

$10,000 available to borrow from a pension plan, and $10,000 in credit card debt. [more inside]
posted by An Infinity Of Monkeys on Dec 15, 2008 - 15 answers

Can I afford to retire?

I am 60 years old and thinking of retiring, but unsure about how much money I need to live without working. I have a net worth of $3 million, half of it in two pieces of rental propery with the other half in stocks, bonds and a pension, but live in an expensive area and have a spouse who likes to live well and travel a lot. Can anyone out there offer some good advice?
posted by jc1745 on Aug 28, 2008 - 14 answers

How can I protect myself from my financially unstable mother?

How can I protect myself from my financially unstable mother? [more inside]
posted by fan_of_all_things_small on Feb 19, 2008 - 24 answers

Recommendations for a financial advisor/accountant for a young couple?

Recommendations for a financial advisor/accountant for a young couple in NYC? [more inside]
posted by scazza on Jan 30, 2008 - 2 answers

Selling shares within a Roth IRA

What are the rules about selling shares held in a Roth IRA? Warning: still a bit of a finance n00b... [more inside]
posted by electric_counterpoint on Jul 13, 2007 - 17 answers

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