Roth IRA

Social Security, Checks, Retirement

Key Retirement Birthdays: Not Quite 60

The number I am looking for is actually 59½!

WBZ NewsRadio 1030–01/11/2012

(Photo by Chip Somodevilla/Getty Images)

Questions From Listeners: Should I Invest In A Roth Or Traditional IRA?

Should I Invest In A Roth Or Traditional IRA? My standard answer is; it depends.

WBZ NewsRadio 1030–12/08/2011

(Photo by Leon Halip/Getty Images)

Saving For College: Other Ways To Pay For College

How do you plan to pay for college?

WBZ NewsRadio 1030–11/11/2011

Money Matters – Save For Retirement Week: Retirement Plan Limits

You may have a 401(k), a 403(b) which is for nonprofit organizations such as schools and hospitals, a 457 plan which covers state, county and city employees and there is a Thrift Savings Plan for federal employees.

WBZ NewsRadio 1030–10/18/2011

Money Matters – Mid-Year Tax Planning: Retirement Plan Contributions

It’s midyear and this is a good time to review your retirement accounts.

WBZ NewsRadio 1030–07/27/2011

Money Matters – Money Goals For Families: Newlyweds

Let’s start the week where most of us begin, being a newlywed couple.

WBZ NewsRadio 1030–06/27/2011

Study: Women Lack In Understanding When It Comes To Investing

More women are getting involved in family finances, but research shows they may not know where to begin. Women lag behind men when it comes to investing.

06/10/2011

Financial-Planning Tips For Women

A recent survey found more women are taking an active role in their family’s finances. That same poll found many feel they’re not as well versed in these matters as they’d like top be, however.

06/09/2011

Money Matters – IRAs: Getting Your Money Out

Minimum required distributions known as MRDs normally must begin at age 70½ for your IRAs except the Roth IRA.

WBZ NewsRadio 1030–05/27/2011

Money Matters – IRAs: Spousal IRAs

This particular IRA benefits the “at home nonworking spouse”, a term coined by Congress in its infinite wisdom.

WBZ NewsRadio 1030–05/25/2011

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