Financial Advice Q&A

Showing questions for "Retirement". Show All Questions

Ask USAA Questions and Answers
Subject Likes Date
Question

Should I rollover my 401(k) to an IRA?

I just changed jobs and have a 401(k) with >$100K in it. Should I rollover to IRA? Does USAA have any options?

0

05-09-2016 11:35 AM

Question

What's the difference between TSP and Roth IRA?

What are the differences between traditional TSP and roth IRA?

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04-01-2016 12:22 PM

Question

Is an annuity right for me?

what are the pros and cons of annuities?

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03-27-2016 04:33 PM

Question

How much do I need to start an IRA?

Is there a minimum amount required to start my first IRA?

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02-28-2016 11:32 AM

Question

How will our annuity withdrawal be treated for tax purposes?

My wife had to cash in a small annuity before she was 59 1/2. She had to immediately for us to add to our down payment on our principal resi...

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02-22-2016 07:11 AM

Question

How do I invest my Roth TSP?

I want to invest my TSP into a ROTH account with a fast return in three years.

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02-15-2016 08:47 AM

Question

Should I adjust my withholding?

I will go from 3 Federal tax exemptions to 2 for tax year 2016, and my W-4 withholding is already at M-0. Does it make more sense from a tax...

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02-06-2016 10:19 AM

Question

Can I contribute to the Roth TSP and a Roth IRA?

Can I double dip in the Roth TSP and a Roth IRA via ussa?

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12-12-2015 03:14 PM

Question

How do I get access to my TSP?

I will be retiring from government service within the next five years. I have a TSP fund. I would like to have access to my money and be abl...

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12-05-2015 12:55 PM

Question

What should I do with Social Security?

I am 66 and just received my first Social Security payment. My wife and I plan on continuing to work for at least the next 4 to 5 years. Whe...

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11-27-2015 10:39 AM

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