Personal Finance Advice and Commentary

Monday, March 17, 2014 4:30 pm
By Jennie L. Phipps ·

Despite their advantages, most people ignore IRAs.

Thursday, December 12, 2013 12:36 pm
By Kay Bell ·

The deadline is nearing for older taxpayers to make tax-free transfers from an IRA to charity.

Wednesday, December 11, 2013 11:44 am
By Jennie L. Phipps ·

Converting to a Roth IRA today removes the uncertainty of future tax liability.

Friday, November 01, 2013 3:50 pm
By Barbara Whelehan ·

The contribution limits for retirement plans haven’t changed much, but few people will protest.

Friday, September 27, 2013 4:13 pm
By Barbara Whelehan ·

Tax-favorable retirement planning vehicles are under attack, but let’s not get rid of them.

Friday, May 24, 2013 7:00 am
By Christina Memorio ·

Some great programs and initiatives are available to teach children about personal finance.

Sunday, May 05, 2013 6:05 am
By Jennie L. Phipps ·

How much should someone in his or her 30s be saving for retirement?

Friday, April 12, 2013 12:26 pm
By Kay Bell ·

Your 2012 tax return isn’t the only thing due by April 15. You also have to deal with your IRA, HSA, estimated taxes and possibly a 2009 unclaimed refund by that date.

Tags: HSA, IRA, Roth IRA
Wednesday, April 10, 2013 5:15 pm
By Jennie L. Phipps ·

The White House has proposed a budget that includes capping the value of tax-advantaged retirement savings accounts at about $3 million, a dilemma most of us won’t face.

Tuesday, April 09, 2013 4:19 pm
By Greg McBride, CFA ·

Consumers can still make 2012 individual retirement account contributions through April 15.

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