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How Does the SECURE Act Impact Saving After Age 70? Jul. 22, 2020
Dear Carrie: I turn 70 this year and am working part time. I don't necessarily need the income, but ... Read More
The Upside of a Down Market Jul. 08, 2020
Dear Carrie: This recent market is depressing. It's torture to see the value of my portfolio go down... Read More
I'm in the Military. Should I Invest in a TSP? May. 27, 2020
Dear Carrie: I'm 26 and in the Navy. I enlisted last year and am currently stationed in South Korea.... Read More
Short on Cash? Carefully Consider Your Options Apr. 08, 2020
Dear Carrie: I find myself in the unfortunate position of needing some cash in the midst of this hor... Read More
Tax Law Changes for 2020 Jan. 07, 2020
Each year brings new changes to our Byzantine tax system, and 2020 is no different, with recent fede... Read More
Five Steps Women Can Take Toward Financial Empowerment Nov. 13, 2019
Dear Carrie: Despite our many advances, it seems like women still fall behind men when it comes to m... Read More
Can You Use IRA Assets to Purchase a Retirement Home? Should You? Oct. 30, 2019
Dear Carrie: My wife and I are both over 63 and want to purchase a primary residence for our retirem... Read More
Do You Have to Pay Income Taxes on Social Security Benefits? Sep. 25, 2019
Dear Carrie: From what I've read, if a married couple has annual withdrawals from 401(k) plans, indi... Read More
Where's the Best Place for Extra Savings -- a Roth 401(k) or Roth IRA? Sep. 18, 2019
Dear Carrie: I'm 22 and recently started my first real job. I've had a Roth individual retirement ac... Read More
Tax Reform Should Encourage More Saving, Not Less Nov. 02, 2017
Republicans want tax reform, but their refusal to cut spending forces them to look into all sorts of... Read More
Oil Tax and Roth IRAs Nov. 23, 2016
Dear Mr. Berko: Please answer the following two questions for me. A co-worker believes that Congress... Read More
What Would Buffett Do With $27,000? Jun. 08, 2016
Dear Mr. Berko: My husband and I are 26 and recently inherited $27,000. That's more money than we be... Read More
If You Have a 401(k), Do You Need an IRA, Too? Mar. 04, 2015
Dear Carrie: I already have a 401(k). Does it make sense to open an individual retirement account, ... Read More
Government Hands on Roth IRAs? Oct. 29, 2014
Dear Mr. Berko: I'm 69 and retired, and I have an individual retirement account worth $628,000. Fort... Read More
Roth Versus Traditional 401(k) -- Which Is Better? Jul. 23, 2014
Dear Carrie: I've been contributing to a regular 401(k) for eight years, but my employer just start... Read More
Can You Give Part of Your IRA to Your Family Tax-Free? Mar. 19, 2014
Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More
Need to Put Retirement Savings on the Fast Track? Feb. 26, 2014
Dear Carrie: I'm facing my 50th birthday and am embarrassed (and a bit panicked) that I've saved ve... Read More
Broker Recommends Equity-Indexed Annuity Nov. 20, 2013
Dear Mr. Berko: My significant other and I are in our early 50s, and in March 2008, we rolled over o... Read More
