Retirement

Money 911: Withdrawing from an IRA and penalties to expect

This morning on Today‘s Money 911, we took questions from Twitter, where the main concern seemed to be about IRAs: What are the penalties for withdrawing from an IRA? Can you transfer funds from a 401(k) to an IRA? For the answers to these questions — plus whether or not you should consider purchasing a time-share — check out the video clip below.

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Today’s Money: Financial conversations you need to have

Talking to your spouse or parents about money can be one of the hardest things to do. This morning on Today, I discussed how to start these conversations — and how to talk to your children about money, too. For these tips and more, check out the video clip below.

 

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New York Daily News: Agreeing over retirement plans

New research reveals that two-thirds of couples don’t agree on the age at which they will retire, and nearly half don’t agree over whether or not they will continue to work during retirement. Are you and your spouse on the same page when it comes to retirement? In my latest  New York Daily News column, I provide some tips on how to start this crucial conversation — and how to work towards a shared vision of retirement.

Money 911: Protecting your finances after divorce

This morning on Today‘s Money 911, I spoke with a woman whose name is attached to her ex-husband’s mortgage — 2 full years after the divorce was finalized! To see what I told her — as well as other tips on investing and state pensions — check out the video clip below.

 

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New York Daily News: Saving for Retirement

According to a recent study by the Employee Benefit Research Institute, working for a few extra years to save money for retirement might not be helping us as much as we think it is.  However, there are some things we can do to counter this news.  Check out my latest New York Daily News column, where I give some tips on how to better prepare for retirement.

New York Daily News: Financial Fragility and Retirement

According to the National Council on Aging, one in three senior citizens feels economically insecure. In my latest New York Daily News column, I provide some tips on how to overcome this situation and prepare for a secure retirement.

Money 911: Affording to Retire

This morning on Today‘s Money 911 we talked about how you can tell if you can afford to retire, plus how to overcome a bad credit report when applying to rent a house or apartment. To hear these tips and more, check out the clip below.

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Money 911: IRA’s

On Today’s Money 911 we talked about how you can reduce the tax burden to your heirs and how to invest that money if you’ve come into an inheritance. To learn more check out the video clip below.

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Money 911: Rolling into an IRA

On Today’s Money 911 we talked about what debit should be paid down first if you owe to credit cards, loans and the IRS and if it’s better to roll your 403(b) or 401(k) into an IRA or a Roth IRA. To learn about these topics and more check out the video clip below.

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Money 911: Credit Score

On Today’s Money 911 we talked about why closing a credit card account is bad for your score and ways you can clean up your credit report. To hear about these topics and more check out the video clip below.

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