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2008-05-13 Retirement Planning - debt vs retirement: Dear Matthew, Whether or not it makes sense to divert your contribution from the Sep IRA to your credit card debt depends on how much interest you are paying each month and whether your employer's contribution...
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2008-05-13 Mutual Funds - taxable dividends: First, it is important to realize that 2007 was a record year on average for distributions from mutual funds. In the case of T Rowe Price and Dodge & Cox, their distributions could be the result of excessive...
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2008-05-12 Retirement Planning - Question on Roth conversion: Hi John, Your IRA's will be treated separately for this purpose. If you convert a non deductible IRA to a Roth you will only have to pay earnings on the growth of the account since you were already paid...
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2008-05-12 Accounting, Payroll & Pension Issues - refused pension: I don't fully understand your question. However, if you believe the company is withholding money and a pension due you, you should contact the local office of the U.S. Dept. of Labor - Employee Benefits...
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2008-05-12 Retirement Planning - Early 401K Distribution After Age 55: Hi John, I checked out that link and that's what they are saying. I also looked through IRS publication 575 and could not find anywhere where it said the withdrawal has to be from your last employer....
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