Personal Finance Advice and Commentary

Thursday, March 17, 2016 5:14 pm
By Jennie L. Phipps ·

If you turned 70 1/2 in 2015 and have an IRA or a 401(k), the IRS says you must take a withdrawal by April 1.

Wednesday, November 12, 2014 2:00 pm
By Jennie L. Phipps ·

If you’re older than 70 1/2, the IRS demands that you pull some money from your tax-deferred savings accounts and give Uncle Sam his share.

Tuesday, March 11, 2014 3:15 pm
By Jennie L. Phipps ·

President Barack Obama’s 2015 budget takes aim at Roth IRAs. Should you be worried?

Sunday, December 22, 2013 6:05 am
By Jennie L. Phipps ·

Be sure to meet the end-of-the-year deadline to take required minimum distributions or to fully fund a 401(k).

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.

Monday, July 15, 2013 5:45 pm
By Jennie L. Phipps ·

Here are seven things the government could do to increase retirement security.

Thursday, January 03, 2013 5:01 pm
By Jennie L. Phipps ·

Congress gave people planning for retirement at least four gifts in the “fiscal cliff” fix.

Monday, December 24, 2012 7:05 am
By Jennie L. Phipps ·

Here are some loose ends that anyone planning for retirement should tie up by year’s end.

Wednesday, December 05, 2012 4:07 pm
By Jennie L. Phipps ·

Here are three ways to sidestep the “fiscal cliff.”

Tuesday, November 20, 2012 11:43 am
By Jennie L. Phipps ·

With holiday shopping and year end upon us, it’s time to manage your retirement accounts and maximize your contributions.