Save Money, Get Out of Debt, and Live a Frugal Life!
TradeKing is giving $50 to new account holders who open their accounts in October with at least $2,500. Are you into taxable investing? If you’ve ever thought about it, this might be an excuse to get into it.
I’m not necessarily at that point in my life. I have lot’s of tax advantaged investing to do. [...]
I recently helped Mrs. PT complete a 403(b) rollover to a traditional IRA. A rollover is simply taking funds from one retirement account and transferring them to another without suffering any tax consequences. This is typically done when you leave a job. The rules for the 401(k) rollover are very similar, if not identical, but [...]
Roth IRA rules are good to review periodically to encourage us to save for our retirement and to ensure we’re not missing any key pieces of information. Before we dive into the rules, let’s look at some Roth IRA basics.
What is a Roth IRA?
Senator William Roth of Delaware would be proud. We’re still loving his [...]
Investing can be complicated if you let it be. There’s a million different concepts, strategies, and funds to think about. And that’s okay for some, but not for most. Most people are turned off by investing and never really get into it because of the multitude of choices. With that in mind, I’m providing some simple information [...]
I thought I’d take today to review the 2009 retirement contribution limits to encourage you towards your retirement savings goals for 2009. We’ve reached the mid-point of the year. Can you believe it?
After looking back at my own savings goals for 2009, I’m feeling pretty good about things. Still, I need a reminder to stay [...]
I don’t write enough about investing. So when Vik from Kanjoh.com offered to share an article related to having an investment policy, I was excited to share it. Be sure and leave Vik some good comments and swing by his site to check out more of his writing.
How Do You Make Investment Decisions?
Making investment decisions [...]
This past week and weekend were very positive, both financially and personally. Some of you may know that we’ve got our sights set on our student loan repayment to be completed in 2009. Well, this past week we inched a bit closer to seeing that happen. And likely a bit sooner than expected.
My company stock [...]
I recently opened a Roth IRA for the first time. For more information on the Roth IRA, see that post. Today I wanted to get into a little more detail about that process, specifically the Vanguard Roth IRA opening process.
As an FYI, these screens may change over time, but the process should stay the same. [...]
