3/15/24: We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?
3/14/24: If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?
3/14/24: Should I take rental profits from farm income now, or wait about ten years for it to grow even more?
3/13/24: My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right?
3/12/24: My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed?
3/12/24: My rent is currently $1,800 a month and I am able to save $3,000 each month. Should I keep renting or look to buy?
3/11/24: Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.
3/8/24: The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. I joined CBS Mornings to discuss both.
3/7/24: How many funds is too many for a brokerage account? I currently have 29 ETFs.
3/7/24: I keep hearing about retirement milestones and I'm spooked because I don't see myself reaching any of them.
3/6/24: Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.
3/5/24: Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement?
3/5/24: We're recently retired and trying to figure out if we have enough saved to make it work.
3/4/24: I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased pension?
3/3/24: With two kids getting closer and closer to college, what's the best way for us to cover the cost?
3/2/24: As we approach our 50s, are we on track to achieve financial independence in six years?