When considering a job offer, there are many factors to consider, perhaps none more important than the retirement plan.
This week we’re chatting with Laurie from Salt Lake City who wants to know if it makes sense to start converting some of her traditional IRA into a Roth.
You own a condo and it’s paid off, but the condo association fees are really starting to annoy you. Should you ditch the condo and buy a house? That’s the dilemma facing Kristen from Portland, Oregon.
You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it where it is? Roll it into a rollover IRA? That’s what we’re discussing on the latest bonus call with Molly.
Finding a financial advisor is never easy. It’s hard to find somebody you feel totally comfortable with, especially when it comes to your finances. That’s what we’re discussing on the latest bonus call with Frances from New England.
Who doesn’t want to retire earlier than expected? Unfortunately, the reality is that most of us can’t. Is our latest bonus caller Mark one of the lucky ones? Press play to find out!
You’re saving and saving and saving for retirement. Most of it is in stocks…but what about bonds? Do you need them and what’s the best way to start mixing them in? That’s what we chatted about with Dee from Seattle on the latest bonus call.
Unless you’re only going to work for one employer, which is exceedingly unlikely, chances are you’re going to have some old retirement plans out there. What should you do with them? Leave where they are? Roll into the new plan? Consolidate? That’s the question from Lisa in New Jersey on the latest bonus call.
Michael in Illinois is considering a Qualified Longevity Annuity Contract. What are the pros and cons he should keep in mind when it comes to a QLAC? That’s the discussion on the latest bonus call.
You just sold a piece of real estate and walked away with 75 grand. What should you do with it? Is paying down another mortgage the best option? That’s the question from John in Houston on the latest BONUS call.