It’s becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That’s what Shirley wanted to know on the latest BONUS call.
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I’m 17, how can I create a budget? Those questions and more as we attempt to clear out the inbox!
Your husband thinks you’re on track for retirement, you’re not so sure. What do you do? If you’re like Laura from Seattle, you call me for an unbiased opinion!
I’m so glad when people call me before they make another mistake with their current financial advisor. That’s the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn’t quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!!
Should I refinance my student loans? Is debt consolidation the best option? Should I be using a Roth IRA? Those are the latest questions we answered as we attempt to clear out the inbox!
Because there aren’t that many defined benefit pension programs out there anymore, we don’t get a ton of pension questions. But they do still exist, and every once in a while we’ll get a question from somebody trying to decide between a lump sum or monthly payments. That’s the case with Janet from California on the latest BONUS call.
On this quick bonus episode we’re answering some emails about retirement planning, inherited IRAs, asset allocation and car leases.
Retirement is approaching, and so far you’ve done a great job of planning for it on your own. Do you need to hire a financial planner or can you keep going solo? That’s what Michelle was wondering on the latest BONUS call.
Because our inbox is overflowing, we’re going to start mixing in some bonus episodes until we clear out the emails.
If it’s offered, should you be making post-tax contributions to your retirement plan? As you’ll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation.