Ask Carrie: The Personal Side of Money

You Want to Buy a House—Can Your Roth IRA Help Make That Dream Come True?

May 7, 2009

Many Roth IRA investors can access their account to help with a down payment on a first home without triggering taxes or penalties—but does that make it a good idea?

Tax-free Giving Can Be Good for Both Giver and Receiver

June 3, 2009

Want to give a family member a financial boost but worried about taxes? Relax. Monetary gift giving can be tax-free for both giver and receiver.

Looking for a Safe Port in the Economic Storm

July 1, 2009

Are your retirement savings looking a bit battered by the recent economic storm? Take three steps now to protect what you have while preparing for brighter days.

Ask Carrie your question about the personal side of money here:

Carrie cannot respond to you directly, but will include questions of general appeal in her weekly column. If you would like a Schwab representative to contact you about your personal situation, be sure to include your name and phone number, or email address.

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