Category Archives: College
My Check From Upromise Arrived
As I mentioned a few months ago, I recently sent a letter to Upromise, requesting a withdrawal from my account. I am proud to say, I received a check from Upromise last week, and I’ve now deposited that check into my savings account. I have been using Upromise to earn reward dollars for more than [...]
Sticking With TD Ameritrade
I mentioned in the last article that I would be opening two Education Savings Accounts – one for my son and one for my daughter. I had been planning to open the accounts with Vanguard – the same brokerage that has my SEP-IRA – but I’ve decided to stick with TD Ameritrade – the brokerage [...]
Retirement And Education Savings Goals
Here are my after-tax retirement and education savings goals for 2008/2009/2010. Contributions to Roth IRAs and ESAs can be made from December of one year until April of the next year. I have three children, and I have five months to fully-fund 2008 ESAs for each of them. I’m not sure if I’ll be able [...]
Retirement And Eduction Savings Contribution Limits For 2009
As I sat down with my wife to talk about our financial goals for 2009, I realized that I needed to know if the contribution limits for our retirement and education savings accounts were going up in 2009. After some searching, of both the Internet in general and the IRS website in particular, here’s what [...]
