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Money Magazine May 2008

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Roth IRA

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How Long Will It Take to Reach a $1,000,000 Savings Goal?

Wednesday, March 10th, 2010

I’m in the process of reading John Bledsoe’s The Gospel of Roth: The Good News About Roth IRA Conversions and How They Can Make You Money *. So far it’s a great read. As you can probably imagine, Bledsoe is sold on the Roth IRA. Reading his book, I couldn’t help but daydream about what […]

Should You Convert to a Roth IRA in 2010?

Wednesday, December 16th, 2009

I listened in on a Roth IRA Converstion conference call with a Charles Schwab representative this morning. Schwab.com offers a pretty nice resource for Roth IRAs. In 15 days an opportunity will become available that will allow people at all income levels to convert a non-deductible IRA to a Roth IRA. Previously, that option was […]

You Have ONE Day to Recharacterize Your IRA…

Wednesday, October 14th, 2009

My Charles Schwab friend sent me the following email (adjusted slightly because I received it two days ago). JLP- Greetings! Two countdowns, one problem: Nobody knows about them. 1. In 73 days, the 2010 Roth conversion opportunity will go into effect, allowing people earning over $100,000 to convert to a Roth IRA and enjoy tax […]

What Do You Think of This Reader’s Plan?

Tuesday, May 13th, 2008

Here’s an email I received this morning from a reader: Silly me…..I have been reading your column and never thought to ask you a question!! I love reading your blog. I have been agonizing over what to do. Here is the situation…..I am 50 years old, take home $68,000 a year (total of 2 jobs). […]

How Should This 44-Year Old Invest $18,000?

Monday, May 12th, 2008

I received this email last week: Hi JLP, I found your blog thru real simple magazine. Props to you. Nice. So here is my question, 44 years old, female, broke my whole life, no savings, wanna change. Came into 18K (my Dad died) and I don’t know what to do with it. It has been […]

Should This Guy Leave VanKampen?

Tuesday, May 6th, 2008

One thing I have noticed from the Money Magazine mention is that I am getting A LOT more email from people asking for my opinion on various topics. If the subject matter is blog-worthy, I’ll consider writing about it. Not so much because I’m an “expert” but more because a lot of AFM readers are […]

Roth 401(k) vs. the Traditional 401(k): One Reader’s Thoughts

Tuesday, February 26th, 2008

Reader and frequent commenter, Don, sent me this email this morning. It’s his thoughts on the Roth 401(k) vs. Traditional 401(k). I’ve included my thoughts after Don’s email (edited slightly from the original). As always, your thoughts would be appreciated. I was reading this Marketwatch article recently: Roth IRAs: Good for you or not? In […]

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