Clik here to view.
529 Accounts v. Retirement Accounts
A version of this post appeared today in the San Antonio Express News. People who give financial advice – like me – can be so annoyingly contradictory sometimes. Some friends of mine with young kids –...
View ArticleClik here to view.
Ask An Ex-Banker: The Magical Roth IRA
A version of this post ran in the San Antonio Express News. Dear Michael, Next January, when I receive the proceeds for a house I’m selling, I’m considering converting 70K from my TIAAF-CREF...
View ArticleClik here to view.
Forget Buy Low Sell High
Once upon a time – a little over a year ago – I helped a friend start an employee retirement program for her business, and that made both her and me feel very good. Building the long-term financial...
View ArticleClik here to view.
Fees in 401(k)s
“Yes, hello? Is this the Human Resources Department? Yes, I’d like to file a complaint about the retirement plan offered here. No, I don’t work actually here. But still, hear me out…” Today is my day...
View ArticleClik here to view.
Improving Retirement, Reducing Aristocracy
I’m a fan of tax-advantaged retirement accounts, like IRAs and 401(k)s. I’m also a fan of reasonable federal legislation to periodically update these accounts to make them attractive, available, and...
View Article
