Now that we’re in 2009, it’s not a bad idea to start thinking about 2008 taxes. I don’t expect anything to be drastically different this year, but there are a few things I’m going to be looking at this year.
Credit for Qualified Retirement Savings Contributions
Form 8880 – TurboTax filled this in for me last [...]
Tagged with: ira, retirement, taxes, vanguard
Posted under: Money Stuff
My old employer offered an IRA through Fidelity and I just passed the 2 year maturity date on that account. With Simple IRAs you have to wait 2 years before the funds are available to rollover. I’m sure regular investment accounts at Fidelity are fine, but this IRA was an “Advisor” account and I didn’t [...]
Tagged with: asset allocation, investment, ira, vanguard
Posted under: Money Stuff
I’ve been blabbing on about finances for a little bit now and up to this point I haven’t been very aggressive about saving for retirement. Saving for retirement is good and dandy, but right now is the most important time for us to put away money (if you are wondering why see this post on [...]
Tagged with: investment, ira, personal finance, retirement, vanguard
Posted under: Money Stuff