271 posts tagged with retirement.
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Show Me The Money!

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]
posted by anonymous on Dec 28, 2009 - 3 answers

New economy, new investors, old scam. Help!

Broker is pointing my 35 year old sister in law and spouse to a *variable annuity* as their first retirement saving choice. [more inside]
posted by Arch1 on Dec 22, 2009 - 17 answers

Investing Outside of a Tax-Sheltered Account

Is it worth it for a student who makes less than $10,000/year to invest outside of a tax-sheltered account? [more inside]
posted by mahoganyslide on Nov 25, 2009 - 7 answers

Student Loans vs. Investing/Saving with a Twist

The paying back student loan vs. investing/saving question - but with a bit of a twist [more inside]
posted by 1901gunner on Nov 22, 2009 - 10 answers

Looking for a retirement song.

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.
posted by crios on Nov 18, 2009 - 8 answers

Assisted living? Retirement home? Help!

Assisted living? Retirement home? Help! [more inside]
posted by Raze2k on Nov 16, 2009 - 13 answers

There's a sure-as-shooting sucker born a minute, but Ma'am you mighta been the minute in between.

She spent $8,000 at a seminar on an "internet business opportunity". Now what? [more inside]
posted by anonymous on Nov 10, 2009 - 30 answers

Financial Advisor Overseas

I am looking to find some a financial advisor/service (complication: I'm in Japan) [more inside]
posted by aggienfo on Sep 17, 2009 - 0 answers

Hot new three-way, with load

Choice of retirement plans: TIAA-CREF, Vanguard, Fidelity? Mattress? [more inside]
posted by Clyde Mnestra on Sep 7, 2009 - 7 answers

What to do with a leftover 401k account?

What to do with a 'leftover' 401k account? [more inside]
posted by bookdragoness on Aug 30, 2009 - 9 answers

Where to go for a Humble Retirement

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]
posted by anonymous on Aug 22, 2009 - 6 answers

Love it or leave it

Which countries are easiest for a US citizen to move to permanently? [more inside]
posted by TheOtherSide on Jul 26, 2009 - 17 answers

Expat with scattered savings and retirement funds - how do I organise them?

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

Paying for graduate school out of your 401k. Stupid idea?

Paying for graduate school out of your 401k. Stupid idea? [more inside]
posted by falameufilho on Jul 3, 2009 - 8 answers

How do we arrange financing to buy an apartment in Paris or London?

How do we arrange financing to buy an apartment in Paris or London? [more inside]
posted by jchaw on Jun 29, 2009 - 5 answers

Can I keep some of the money?

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]
posted by notned on May 19, 2009 - 1 answer

Retirement gift for my dad?

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]
posted by TwisterSister on May 16, 2009 - 14 answers

When were women Colonels first upgraded in rank upon retirement?

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]
posted by StickyCarpet on Apr 28, 2009 - 4 answers

What are the baby boomers going to do when they can't afford to retire?

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

What's my best bet in moving a Rollover IRA to another bank/brokerage firm with my negative net worth?

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]
posted by blue andrea on Apr 20, 2009 - 5 answers

Question about Highly Compensated Employees and 401(k) Contributions

Am I a Highly Compensated Employee (HCE) with regards to making 401(k) contributions? [more inside]
posted by anonymous on Apr 12, 2009 - 1 answer

Fire-and-Forget Investment Advice

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]
posted by anotherpanacea on Mar 26, 2009 - 7 answers

Anything I can do about missing employer 403b match by less than 1 hour?

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?
posted by warsawjude on Mar 24, 2009 - 8 answers

Is a 457 a better way to save for retirement than a 403(b)?

Is a 457 plan a better way to save for retirement than a 403(b) plan? [more inside]
posted by grouse on Mar 9, 2009 - 3 answers

Where should I put an inherited IRA?

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]
posted by theora55 on Mar 7, 2009 - 14 answers

Financial Advice for Dummies.

This has my parents spooked. Tell me how to ease their financial fears. [more inside]
posted by ElmerFishpaw on Mar 6, 2009 - 10 answers

Is a retirement plan worth it?

In light of what's happened recently, is starting a retirement plan really worth it? [more inside]
posted by NeoLeo on Mar 2, 2009 - 22 answers

Should my recession dollars go into my 401k, or my wallet?

Where is my money doing me, and the world, the most good right now: going into a 401(k), or going into my wallet and getting spent? [more inside]
posted by logovisual on Feb 17, 2009 - 15 answers

Does one reduce risk by investing in mutual funds held by different groups?

Does one reduce risk by investing in mutual funds held by different groups? If I invest in an S&P 500 index fund with both Fidelity and Vanguard is that better than just going with Vanguard? Or is the SIPC protection such that I need not worry about such things? [more inside]
posted by grouse on Feb 9, 2009 - 7 answers

What to do with my city pension and 401

I have two retirement accounts and want to know what to do with them, I won't be retiring anytime soon. [more inside]
posted by In Heaven on Feb 8, 2009 - 4 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

Lesser of two tax burdens?

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

What should we be thinking about as we allocate our savings?

We are a newly-wed, youngish couple (both 30 years old, both professionals) trying to allocate funds to two different projects: purchasing a first home in a very expensive metropolitan area and saving for retirement. What should we be thinking about as we allocate our savings? [more inside]
posted by anonymous on Dec 7, 2008 - 5 answers

30-year investment portfolio which has to start before the end of the year and wants to be left alone afterwards?

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 invest for retirement?

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. [more inside]
posted by anonymous on Dec 2, 2008 - 11 answers

Is it time to use our retirement funds to buy 2 houses?

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. [more inside]
posted by anonymous on Nov 23, 2008 - 11 answers

Picking the right solo 401k provider

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

Philosophers still teaching after 80

Famous philosophers who taught philosophy well into their eigthies or nineties? [more inside]
posted by amusem on Nov 5, 2008 - 11 answers

What would you do with my money?

Looking for opinions here. My husband just retired, we have a government pension of $1,600/month. House paid for, ditto basic health insurance; we can live comfortably (high speed net access, Netflix, newspaper) if we're careful. We have $12,000 in savings, in cash. SO: save it all & add to it (last summer's plan) or spend some or all of it on useful items that may get scarcer and/or more expensive. What would you do?
posted by kestralwing on Oct 27, 2008 - 21 answers

Get Rich or Die Tryin'

Financial advice-filter. I'm a college student with no debt and negligible living expenses. Where should I be putting my income? [more inside]
posted by anonymous on Oct 27, 2008 - 8 answers

How to get a transcript of House Oversight Committe hearing?

Where can I get a transcript of today's House Oversight Committee hearings? [more inside]
posted by de void on Oct 23, 2008 - 6 answers

How do I find my aging dad a job?

What sorts of jobs might my retirement-age father be able to pursue to keep up with expenses? [more inside]
posted by anonymous on Oct 14, 2008 - 17 answers

at this rate I'll have a downpayment for a nice shack in hooverville left.

I've lost 5% of my 401K in THREE DAYS. What to do? [more inside]
posted by Kellydamnit on Sep 17, 2008 - 32 answers

How do I stop the bleeding?

I know you are not my broker. Despite my personal contributions and my employer match, my 401K has 7% less money in it now than it had a year ago, which is, in turn, is 6% less than it had at this time two years ago. I understand that I'm supposed to be in this for the "long haul" but at this rate I'm losing money faster than I can contribute it. How do I fix this? [more inside]
posted by anastasiav on Sep 16, 2008 - 17 answers

What to do with my small 403(b)

Should I transfer my retirement assets (403b) from a mid-level risk money market fund ? [more inside]
posted by HuronBob on Sep 15, 2008 - 12 answers

I wanna be a woman of independent means... for more than a few months.

Okay, so let's say you're a broke, middle-aged single female creative professional who infamously sucks with anything involving numbers. You do have expensive tastes, but you're generally quite frugal and like to shop at the 99¢ Store & swap meets. Even so, much to your own annoyance, you have just never done *well* with money when you've had it or ever done much grown up "long-term life planning"... but now you're about to come into a one-time windfall (possibly a six to seven figure sum in all). Oh Lordy. Time to grow up. [more inside]
posted by anonymous on Sep 14, 2008 - 23 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

Is cash value life insurance a good investment?

Is cash value life insurance a good investment? [more inside]
posted by no_moniker on Aug 11, 2008 - 13 answers

Am I better off with Wachovia Securites or should I jump ship to UBS?

A.G. Edwards / Wachovia Securities vs. UBS. Which is the way to go? [more inside]
posted by TwilightKid on Aug 11, 2008 - 11 answers

Alternatives to super when the economy isn't doing so great?

What should I do in addition to super to have any hope of retiring several decades from now? [more inside]
posted by wingless_angel on Jul 28, 2008 - 4 answers

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