Financial Advice Q&A

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Question

Should I contribute to the Roth TSP with only three years left?

I am planning to retire from the military in 3 years. I am already max'ing contributions to a Roth IRA. Is it worth it to start contributing...

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08-15-2015 08:41 AM

Question

Should I transfer my TSP to an annuity?

What is your advice/recommendation towards transferring $277K (total balance) from my TSP account into an Annuity where access to funds does...

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08-03-2015 08:19 AM

Question

Should I rollover my 401(k)?

My wife has left her job to care for our infant daughter full-time.She has about $10K in a Roth 401K through her former employer. She's thin...

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08-01-2015 10:59 AM

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Should I switch to the TSP?

Should I switch from a mutual fund to a TSP? I'm 22 years old and an O1 in the Army. I've been putting money into a roth ira (target retirem...

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07-28-2015 09:47 AM

Question

Should I convert to Roth?

I'm 69+ years old. I have a bunch of money in IRAs. For the last several years and for several years to come, my wife has owned a business t...

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07-20-2015 08:28 AM

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Is my income too high to contribute to an IRA?

I currently contribute to a traditional IRA but between my wife and I, we will exceed the income limits for IRA contributions for this tax y...

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06-30-2015 08:38 AM

Question

What are rules for withdrawing inherited Roth IRA?

My wife is a partial beneficiary for her fathers Roth IRA. We are hoping to use the funds to facilitate a move into a place that better suit...

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06-12-2015 04:16 PM

Question

401(k) or 457?

401k or 457? I have both, I put 3% with employer match of 3% on the 457 and 10% on the 401k, which of these will benefit me better long term...

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05-24-2015 08:22 PM

Question

Can USAA set up an inherited IRA?

I have a few Inherited IRA's coming to me and I would like to set up an Inheritance IRA to roll them into. Is USAA capable of setting this u...

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05-13-2015 08:55 AM

Question

Can I contribute to a Roth IRA even though I can't deduct my traditional IRA?

I have a traditional IRA and a Roth IRA. My taxable income is too high to deduct my traditional IRA contributions (which is where I've been ...

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04-14-2015 06:33 PM

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