Category Archives: Retirement
A 10 Step Outline Of Our Financial Plan
From a recent email – I love your site! (Thank you…) I’ve been working on a basic plan for managing my finances. Could you write a post about your current plan? Or maybe a post about some of the things you’ve done to get where you are? Thanks! I love it when I get questions [...]
12 Months To A Fully-Funded Roth IRA
Are you a procrastinator? Good news. Even if you missed the first four months of 2009, you still have a full “year” to make contributions! That’s right. The contribution time-table runs from January 1, 2009 until April 15, 2010. For most folks, the annual contribution limit for a Roth IRA is $5000. (See IRS Publication [...]
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 [...]
