A close look at the Federal income tax brackets may influence how you tap your retirement nest egg.
If the winds of change have blown through your life and you’ve left your job, there's a lot you've got to think about. One of those things is what to do with your old retirement plan. Fortunately, you've got optio...
Wife and I are retired and both 66 years old. We have an USAA IRA account worth 60K and are wanting to purchase a Travel Trailer new for cash. We are thinking of using 35K from the IRA. What will be the penalties,...
- 03-10-2014 07:36 PM
I am a 50 year old-federal employee who has 85% of my TSP in the Common Stock Index Investment Fund (C Fund), 10% in the Fixed Income Index Investment Fund (F Fund) and 5% in the Government Securities Investment F...
- 03-08-2014 06:06 PM
My fixed income Annuity is currently paying 4.2%. I'm 70 and wondering if I should annuitize now or receive the 4.2% instead. When should one annuitize if they receive a good non annuitized interest rate?
- 03-06-2014 04:15 AM
I recently bought a house on a VA Loan. Although I didn't make a down payment, I was thinking about taking some money out of my Roth IRA and paying on the mortgage so that I can save a significant amount of intere...
- 03-05-2014 04:26 AM
I have a question about some tax planning. Over the next few years, I am considering roll-over of IRA funds from my Traditional to my Roth in amounts such that my federal taxable income is still below the 25% marg...
- 03-03-2014 06:50 PM