Dan Moisand

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To 401(k) or not to 401(k)?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

How to donate from an IRA

Correction: The medical expense threshold for calculating the Schedule A in a previous version of this report was in error and has been corrected for …

Laid off and worried about entitlement hits

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Converting your 401(k) to a Roth

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

The best retirement withdrawal strategy?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Should I rely on rental property for retirement?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Does a Roth conversion make sense at 73?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Can you buy gold in your IRA?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Social Security: Death, divorce and disability

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

When your retirement plan shuts down

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

How to fix common tax errors

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Roth conversion: Wise or waste?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Employer stock, your 401(k) and the NUA

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Don’t wait to tap retirement funds?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Retirement can be hard on a guy

A lot of people have enough resources to retire but are hesitant to leave the workforce. This week I address a question about why that might be the …

How to pay for a Roth 401(k) conversion

For some, the newly allowed ability to convert money in a 401(k) account to a Roth 401(k) within a plan where one is actively employed opens new tax …

I Inherited a Roth IRA. Now what?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Why not spend it down while we can still enjoy It?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Employer stock in your 401(k) is risky business

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …

Put children’s college or retirement first?

Editor’s note: Dan Moisand answers reader questions on all things retirement every Friday. If you have a question for Dan, please email him at …