Financial Advice Q&A

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Question

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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Where should I save for retirement?

Hello, I was wondering, if I max out my Roth IRA and would still like to save more for retirement, can I also contribute to a traditional IR...

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04-12-2015 03:29 PM

Question

Can I deduct an IRA contribution?

I have a traditional IRA with USAA and I owe 1k and change for 2014 taxes, can I contribute to a traditional traditional IRA and reduce my t...

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04-12-2015 10:30 AM

Question

Can I contribute to a Roth IRA and the TSP?

Can I contribute to a traditional TSP as well as a USAA Roth IRA at the same time? I currently contribute the max of 5500K a year to my USAA...

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03-22-2015 04:43 PM

Question

Can I rollover my required minimum distribution?

Hi. I will be 70 1/2 this year and am required to take a Single Payment Lump Sum Distribution from my 401k Plan. Can I have the entire amoun...

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03-15-2015 01:50 PM

Question

What are the taxes if I roll an IRA to a Roth IRA?

Do I have to pay tax if I rollover: Mutual Fund - IRA to Roth IRA If yes, is it on all money, or just earnings?

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03-02-2015 05:57 AM