Question: Has the law been changed to allow employees vested under an employer pension plan (401K) to withdraw up to $10,000 without penalty? I am…

Question: I know that we're supposed to do an "institution to institution" transfer when we roll over our 401K from one employer's plan to another,…

Question: My retirement begins 01/10. I will receive $148,000 in Feb. 10 and my monthly state retirement check will begin. I must roll-over the…

Question: I have the opportunity to buy $10,000 worth of I-bonds this year, or $10,000 worth of TIPS in an IRA account. Which is better–or is it…

Question: I was told by my bank that it is not possible to put I-Bonds in my Roth IRA. If not, why not? I want to make a contribution that will not…

Question: I am an Assistant Professor beginning my tenure process. The short story: depending on the tenure process, this time next year, I may or…

Question: Hi Chris, my question relates to two subjects: a student-loan for graduate studies and funding my retirement. I am 27 years-old and am…

Question: Chris has recommended TIP (Treasury Inflation Protected somethings!) in the past. With the amount of money flowing into the economy from…

Question: The company that manages our 401k plans for my employer has had its rating downgraded by S&P recently due to concern about making its…

Question: My wife and I have transitioned to using cash to pay for daily expenses versus a credit card. As a result of this transition, we have are…