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 on Jun 9, 2008 - 13 answers

Aged 65, still working, have 401K, worried about it, can I move the funds to a self directed IRA money market fund?
posted on Apr 28, 2008 - 5 answers

Help me analyze a variable annuity as a tax-deferred retirement savings option. [more inside]
posted on Apr 17, 2008 - 3 answers

Questions about opening a Roth IRA -- particularly, does it matter where I open it? If so, Fidelity vs. Vanguard? [more inside]
posted on Apr 6, 2008 - 13 answers

At what age did you start saving for retirement? At what age do you recommend starting to save for retirement? [more inside]
posted on Feb 19, 2008 - 42 answers

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

Health Savings Accounts (HSA's) ... Can they be used as just another tax-free retirement account after you max out your Roth IRA? [more inside]
posted on May 16, 2007 - 6 answers

I'm an employee at a small business. I need retirement fund ideas beyond the Roth IRA? [more inside]
posted on Mar 1, 2007 - 9 answers

I'm planning to diversify my retirement account in the next 5-7 years. I need some advice on the best way to do this. [more inside]
posted on Jan 15, 2007 - 9 answers

Can I invest my retirement money in my own mortgage? [more inside]
posted 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 on Aug 28, 2006 - 19 answers

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

Having trouble with my 401(k) direct rollover... how screwed am I? [more inside]
posted on Jun 26, 2006 - 6 answers

I want to open a Roth IRA account. How do I choose the bank? [more inside]
posted on Jun 22, 2005 - 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]
posted on Dec 30, 2004 - 14 answers

If you had US$100,000 drop into your lap (I wish), and you were employed and debt-free, how would you put it to work to make a bigger nest egg or retirement fund? How would your strategy differ if you had high or low aversion to risk?
posted on Nov 23, 2004 - 28 answers