How to Lower Your IRA Fees

Q: I have traditional and Roth IRAs at a full-service brokerage. The fee fo...
Q: I have traditional and Roth IRAs at a full-service brokerage. The fee for each account is 1.5% of assets. Should I look for a different firm to lower my cost? The combined value of...

How Can I Lower the Taxes on the Sale of My Mom's House?

Q. We recently sold our mother’s house in Southern California. She will rec...
Q. We recently sold our mother’s house in Southern California. She will receive a profit from the sale based on her cost basis. Unfortunately, mother is currently in assisted living with progressive memory loss. She...

How to Boost Your Savings If You're Already Retired

Q: I see all kinds of advice for folks who are still eligible to contribute...
Q: I see all kinds of advice for folks who are still eligible to contribute to IRAs, but I am 75 and retired. What savings opportunities are there for me? — Bob in Wisconsin A:...

How to Get Out of Doing Office 'Housework'

Q: I work in a small office, and there are some things that just never seem...
Q: I work in a small office, and there are some things that just never seem to get done—think cleaning up the office kitchen and restocking bathroom supplies—unless I’m the one that does them. Sometimes...

The Best Way to Save and Invest for a Home

Q: I want to save to buy a home in the next five to 10 years but don't want...
Q: I want to save to buy a home in the next five to 10 years but don't want to use a savings account since they pay so little. Where should I save? — Maria,...

Is it Worth it to Switch to a Roth 401(k)?

Q: My daughter makes $13,000 a year and saves 25% in her 401(k). I also hel...
Q: My daughter makes $13,000 a year and saves 25% in her 401(k). I also help her fund a Roth IRA. If she switches to a Roth 401(k), how will that impact her take-home pay?...

Most Popular Stories