The earliest I could possibly retire is about 15 years away and I've been thinking about retiring in Canada somewhere. The catch: I'm a US citizen and I don't currently live or work in Canada. Am I kidding myself? [more inside]
Quirky Canadian tax question - what's the long term impact of reducing CPP payable? [more inside]
Are there any retirement calculators that aren't super-simple? I'm specifically looking for a retirement calculator that would look sort of like multiple calculators where you could put in an age-range, and then all the normal inputs (starting age, starting retirement principal, income, income increase % year over year, % saved for retirement, etc). [more inside]
I'm familiar with flag retirement ceremonies conducted by uniformed organizations such as the Boy Scouts. What can I do to have the best flag retirement ceremony conducted by a group of patriotic but yet-unorganized citizens? [more inside]
Please help me help my mother's retirement crisis from across the country. [more inside]
I'm going to be a part of a due diligence team speaking to the Manhattan financial services firm that manages the retirement plan for a mid-sized company. What should I know before going in? What should I listen for? What should I ask? [more inside]
How can I get a handle on saving for retirement? Where do I even start? [more inside]
Help my mom find her social bearing in the South. [more inside]
2010-Only-IRA-Filter: Should I roll my Traditional IRA to a Roth IRA? [more inside]
I have to put my mother into a care facility (and wow, they're expensive!). How do I thoroughly check out whether or not one will be good for her before allowing my mother anywhere near the place? I live about 2 hours away and plan to check it out but want to do as much legwork as I can beforehand. Thanks for the help.
What technical education or certifications, especially in data or network security, would allow my tech-savvy dad to earn some extra money in retirement? [more inside]
I'm trying to help my mom pick a new city to move to, with various specific criteria ... [more inside]
Should Nationwide have charged me a fee to roll over my 401K to my new employer's plan? [more inside]
The youngest of four siblings is the one who is responsible for taking care of their elderly mom, but things aren't really working out for either party. What can be done to ensure a happy living situation for everyone? Many more details inside . . . [more inside]
Winefilter: My boyfriend's dad is retiring in three years and would like to buy a bottle of wine to save and then drink when he retires. He's looking for suggestions! [more inside]
My father just retired and is losing interest in the hobbies he once loved. I'd like to help try to spark some passion in something that will get him excited, and hopefully, get him out of the house. The catch? He is generally antisocial, depressed, and is extremely set in his ways. [more inside]
Looking for an online way to collect anecdotes and remembrances for a retiring colleague. [more inside]
Please give me some advice on where to go to retire at a relatively young age. [more inside]
Financial/Savings Filter: How do I save for multiple goals at once and do I keep it all in the same savings account? [more inside]
Got laid off and while I'm looking for a new job, should I keep putting away money for retirement? [more inside]
Help me find some statistics on retirement. [more inside]
Can I keep my Roth IRA if I'm not working anymore? [more inside]
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.
My mother is retiring. I want to do something grand for her, but she doesn't want a party. Ideas? [more inside]
You are not my CPA but I need advice! I make too much money to contribute to a Roth IRA but I hear the rules are changing. How can I take advantage of this in 2010? [more inside]
Broker is pointing my 35 year old sister in law and spouse to a *variable annuity* as their first retirement saving choice. [more inside]
Is it worth it for a student who makes less than $10,000/year to invest outside of a tax-sheltered account? [more inside]
The paying back student loan vs. investing/saving question - but with a bit of a twist [more inside]
Musicfilter: Looking for a song for a friends retirement. She's retiring from high school English teaching after 34 years. We're looking for something along the lines of: upbeat, rock and roll genre, has a positive message, sad to leave friends but happy to not grade any more papers, hoping she left a positive influence. She is considering a couple of songs, one by the Association, one by the Eagles and one by Daughtry (she can't remember the titles of the songs).
All clever and fun recommendations are appreciated.
Assisted living? Retirement home? Help! [more inside]
She spent $8,000 at a seminar on an "internet business opportunity". Now what? [more inside]
I am looking to find some a financial advisor/service (complication: I'm in Japan) [more inside]
Choice of retirement plans: TIAA-CREF, Vanguard, Fidelity? Mattress? [more inside]
What to do with a 'leftover' 401k account? [more inside]
In twenty-five years i'll be retiring with my minimal social security benefits and medicare to keep me briefly going. I've got no savings right now, but I'm almost done paying my debts. I rent.
I want somewhere tiny, a bungalow with a kitchen, perhaps a tiny garden, stonking bandwidth, maybe near a lake, maybe near a wood, but really not so much. I just want to whittle sticks, greet neighbours, not climb stairs, and hack on code. I don't mind renting again until i die.
Where should I move in the US, and when? [more inside]
Which countries are easiest for a US citizen to move to permanently? [more inside]
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]
Paying for graduate school out of your 401k. Stupid idea? [more inside]
How do we arrange financing to buy an apartment in Paris or London? [more inside]
PARS distribution questions -- I taught part-time for 10 years. Recently I realized that life is too short for doing that and so I've stopped. The school notified the PARS retirement and they want to distribute to me. [more inside]
I'm in search of a retirement gift for my Dad, who literally has no interests/hobbies. And in fact could be considered a workaholic. [more inside]
Military retirement policy: When did the US Army reverse it's policy of not upgrading women who served actively as Colonels to Brigadier Generals upon retirement? (They have always have done so for men). [more inside]
What are the baby boomers going to do when they can't afford to retire? [more inside]
I need to know what my options are for moving this thing, given that I have a negative net worth. Can I roll it into another brokerage-style Rollover IRA at a brokerage firm, not a bank, and avoid the money laundering law stuff? Or am I relegated to Bank IRAs until I'm out of school debt? Do I suck it up and take the $75/month hit until I can start depositing money again (I don't know when that will be), and hope that the investments make up the difference in the long run? I haven't lost as much as most in my portfolio, and I know I have time to make up the losses, the monthly fee just seems like an unnecessary loss I should be able to avoid. [more inside]
Am I a Highly Compensated Employee (HCE) with regards to making 401(k) contributions? [more inside]
Seeking fire-and-forget asset class investment advice for retirement: TIPS? Global Equities Index/Wilshire 5000? I know this is mildly controversial, but it seems like the 'common sense' approach has changed lately from "stocks for the long run" to "risk = loss." See especially here
. [more inside]
Shot down for 403b employer match b/c I have 999.08, not 1000 hours worked in calendar year 2008. Anything I can do about this?
Is a 457 plan a better way to save for retirement than a 403(b) plan? [more inside]
I inherited an IRA (under 50 K). Because the person who contributed all the money is dead, I am required to take annual distributions. It's currently managed at a big bank, for an annual percentage, plus fees. I'd prefer to have it local, low-cost. Who might offer this, plus managing the distribution, at very low cost? [more inside]
has my parents spooked. Tell me how to ease their financial fears. [more inside]