Roll over pension into Roth IRA with caution
Q: Can a lump-sum, defined-benefit pension plan option be rolled over into a Roth IRA with basically the same tax consequences as with regular IRA and 401(k) conversions to Roths?...
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Remember to include curveballs in equation
What do ocean turbulence, ballistic weaponry and your retirement have in common? You might be thinking about analogies with stock market volatility, but a York University professor would like you...
More schools connect with students via Web
It's often cheaper, and certainly more convenient, but you might wonder whether you get what you pay for with an online MBA. A few top-flight business schools have entered the...
Charting a different course
Getting an MBA is still the logical step toward the corner office, but more students are veering off the beaten path. Business schools increasingly are offering a wide range of...
More schools connect with students via Web
It's often cheaper, and certainly more convenient, but you might wonder whether you get what you pay for with an online MBA. A few top-flight business schools have entered the...
Charting a different course
Getting an MBA is still the logical step toward the corner office, but more students are veering off the beaten path. Business schools increasingly are offering a wide range of...
Best to put nest egg into some perspective
A 56-year-old worker looks at her 401(k) balance and sees $95,000. If she could also see that balance expressed in terms of the income the money would generate in retirement,...
Disability policy might benefit older workers
Working beyond traditional retirement age is a strategy many workers say they'll use to make up for skimpy nest eggs. It's not always that simple, of course. Job loss or...
Conversion to a Roth affects taxes, lifestyle
Q: I've converted my IRA to a Roth, and I would like to convert my wife's IRA to a Roth beginning in 2013. She's 64 and retired. Can I do...
Boomers get real about socially aware investing
Teaching economics to college students in the mid-1970s sparked Georgette Frazer's passion for making sure her money follows her principles. "Chapter One was always the basic economic question," said Frazer,...