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.
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posted by polexa
on Apr 16, 2013 -
5 answers
Hello! I'm in my early 30s and am finally financially stable enough to start socking away some cash in a Roth IRA (my employer does not offer any retirement plans). However, I'm a little worried that, with the market being at such a high, that something will happen due to all the current BS going on with Congress and the market will crash again, and I will lose a good chunk of money. Is this fear totally unfounded? Should I just start my Roth and hope for the best?
posted by emily37
on Apr 2, 2013 -
20 answers
Moving to a better school zone. Should I do it? Tough decisions concerning moving, staying put, and financial future.
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posted by anonymous
on Aug 25, 2012 -
19 answers
I have $1000 in a 401k from a job at which I no longer work. The Personal Rate of Return right now is at -40%. Should I still roll this out into an IRA account or is there a benefit to keeping it in that 401k account?
posted by elif
on Nov 1, 2011 -
6 answers
Financial/Savings Filter: How do I save for multiple goals at once and do I keep it all in the same savings account?
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posted by modoriculous
on May 13, 2010 -
11 answers
How should I handle US Savings Bonds? My husband has a payroll deduction plan for buying savings bonds, and he enrolled years ago as a way to supplement the rather meager pension plan. This has worked well for us because we are really bad at putting money away by ourselves. The bonds are earmarked for retirement, and that's the way he wants to keep it.
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posted by anonymous
on Jan 24, 2010 -
9 answers
Expat needing to organise and manage money across two (or more) countries. How best to save in multiple places, and organise superannuation/retirement accounts?
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posted by wingless_angel
on Jul 16, 2009 -
7 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.
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posted by anonymous
on Dec 2, 2008 -
11 answers
We have a house but want another one. Hope to retain ownership of both. Please help us figure out how to accomplish this in the midst of the wild economy without making a huge mistake.
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posted by anonymous
on Nov 23, 2008 -
11 answers
Financial advice-filter. I'm a college student with no debt and negligible living expenses. Where should I be putting my income?
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posted by anonymous
on Oct 27, 2008 -
8 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
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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?
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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?
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posted by Cantdosleepy
on May 15, 2008 -
6 answers
Questions about opening a Roth IRA -- particularly, does it matter where I open it? If so, Fidelity vs. Vanguard?
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posted by salvia
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?
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posted by chickletworks
on Feb 19, 2008 -
42 answers
Recommendations for a financial advisor/accountant for a young couple in NYC?
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posted by scazza
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?
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posted by MrBCID
on May 16, 2007 -
6 answers
I'm an employee at a small business. I need retirement fund ideas beyond the Roth IRA?
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posted by cschneid
on Mar 1, 2007 -
9 answers
Does it make sense to (and what are the tax implications) of converting IRA funds into a Roth IRA account?
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posted by mintchip
on Jan 25, 2007 -
12 answers
