Tag Archives: IRA
Double-Check Your Beneficiary
We may not like to think about it, but (spoiler alert) we won’t be here forever. And if you can’t remember who you chose as the beneficiary on your financial accounts (think: your 401(k) and your Roth (IRA), now’s a … Continue reading
Posted in Reflections
Tagged 401(k), beneficiary, change, death, divorce, financial responsibility, IRA, life, money, money management, preparation
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Mortgage or IRA?
Q. Does it make sense to pay off my mortgage with money from my traditional IRA? Should I? — M.B., Bixby, Oklahoma A. Think the decision through carefully. If you’re younger than 59 1/2, withdrawals from a traditional IRA will … Continue reading
Real Life of an MSW 