Most are familiar with the magic ages of 59 ½ when you can start withdrawing from retirement savings without paying the 10% IRS penalty and 62 when you can start taking social security. But sometimes retirement comes before these ages either voluntarily or involuntarily, and you may need income. … [Read more...]
Quoted in Dallas Morning News on 2010 Roth conversions
I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions. Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense. Click here to read the … [Read more...]
Texas Tomorrow Fund Deadline Rapidly Approaching
For participants in the Texas Guaranteed Tuition Plan (also known as the Texas Tomorrow Fund) an important refund deadline is approaching. Any refund requests received before November 30 will be processed according to the current rules. The current rules allow for a refund of the original … [Read more...]
Quoted in couples and money article
Associated Press Personal Finance Writer Eileen AJ Connelly interviewed me earlier this week about couples and money. Her questions were about whether joint accounts or separate accounts were better for couples to manage their money. The recent John and Kate debacle is what sparked public interest … [Read more...]
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