Roth IRA, Traditional IRA, 401K » couple

Is there any income limit for married couple filing joint so we can deduct a traditional IRA?

admin — Tue, 09 Mar 2010 17:51:09 +0000

What funds to invest in right now (AMERICAN FUNDS ONLY) for 30 year old married couple- 100$ each in Roth IRAs?

admin — Mon, 08 Feb 2010 17:55:39 +0000

Right now we each have 50 bucks a month put in to the Growth fund of america and the Capital World Growth and Income Fund…. wise allocation? or should we be doing something else

401k rollover to Roth IRA for married couple both age 60, Does it make financial sense?

admin — Sun, 20 Dec 2009 03:10:47 +0000

With the new rule in effect as of March 2008 allowing a direct 401k rollover to Roth IRA, could you shed some light on this scenario: A couple, both over 60 files jointly and will be earning less income when retired. Currently both are working and earn 100,000. When retired their income will be 46,000. They have 300,000 combined in their 401k and would like to know if it makes financial sense to rollover to a Roth Ira. Thank you for your help.