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Tag: 403b

March 6, 2020By Paula Pant

#245: Ask Paula – I’m 24 and Won a $1 Million Settlement. How Should I Handle This Money?

Joe has a 24-year-old friend who won a $1 million settlement. How can she use this money to set herself up for financial independence?

Jay is 52 years old and wants to retire at 59.5. He began investing in individual stocks to achieve this goal, and has had excellent returns so far. Is this a sound plan for early retirement? Or should he work until age 62 for Social Security?

Steve is 54 years old. He plans to retire at 60, which is when he can collect 67 percent of his pension. A Vanguard advisor suggested that he direct some of his 403b contributions as Roth contributions, rather than pre-tax contributions. Should he act on this suggestion?

Brit wants to know: is it possible to invest in the S&P 500 Fossil Fuel Free Index through Vanguard?

Anonymous in New York City wants to invest their HSA contributions this year, but the expense ratios seem high. Can they move their HSA to a different provider? What fees are normal for HSAs?

My friend and former financial advisor, Joe Saul-Sehy, joins me on the show to answer these five questions. Enjoy!

Keep reading...

November 2, 2018By Paula Pant

#159: Ask Paula – I Have Three Kids and I’m Hoping for Financial Independence

Should a 36-year-old father of three invest primarily in Traditional or Roth retirement accounts? Should Rose, a grandmother of four, open a Vanguard account for each of her grandchildren?

Should Nancy, who lives overseas and is the sole breadwinner in her family, invest in a Traditional or Roth TSP?

Should Scott’s wife rollover her 403(b) from her former employer into an IRA?

Should Patrick, age 35, cancel his life insurance plan?

Former financial planner Joe Saul-Sehy and I answer these five questions in today’s episode.

Keep reading...

August 20, 2018By Paula Pant

#146: Ask Paula – Where Should I Keep My Money if I Want to Retire Early?

My friend and former financial advisor, Joe Saul-Sehy, joins me to answer a multitude of questions on retirement savings and investing, so let’s dive in.

Elyse has two questions:
#1: Through her job, Elyse has a 401(a) hybrid. Right now, she contributes 0.5% as her employer will contribute 2.5% only when she contributes 4%.

 […]

Keep reading...

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Afford Anything

  • Start Here
    • About
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  • Blog
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  • Podcast
    • Binge
    • Sponsors
    • Ask a Question
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  • Community
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    • Your First Rental Property
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