Jean Chatzky

Stamford, CTJewish Ledger

Spring Dinner with Jean Chatzky

United Jewish Federation Women’s Philanthropy will host its Spring Dinner featuring guest speaker Jean Chatzky, CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky, on June 2 at Stamford Museum and Nature. Centere, 151 Scofieldtown Rd. (rain date, June 3), Zoom participation welcome. Live music by Arielle Eden. Masks required and all safety precautions and social distancing protocols will be observed. Pre-packaged dinner with wine tasting, crafts, Tricky Tray and silent auction at 6:30 p.m.; followed by the program at 7:30 p.m. $95/per person before May 21; $125/after May 21. For Tricky Tray/auction ticket information, visit ujf.org.
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‘Women and Money’ is the theme of Town & Country Federal Credit Union’s Virtual Money Conference featuring personal finance expert Jean Chatzky

SCARBOROUGH — After a year of financial challenges and struggles, Town & Country Federal Credit Union’s 2021 Money Conference is eyeing the future with a special focus on ‘Women and Money’ featuring renowned personal finance expert Jean Chatzky. Due to the ongoing conditions regarding large in-person workshops, this year’s Money Conference will again be virtual and take place on Tuesday, May 11, from 5:30-6:30 p.m., and is open to anyone.
Carshermoney.com

Ask Jean Chatzky: How Can I Get Over The Mental Block Of Buying A New Car?

Q: My husband and I are public servants and fortunate to have steady employment. After taxes, his pension fund contributions, my 13% 401(k) contributions, health insurance deductions, etc., we bring in $77,208 annually. Our essential monthly budget total averages around $3,700 and includes a refinanced 20-year mortgage, utilities, groceries, etc. We have an emergency fund that will cover us for six months.
Personal Financehermoney.com

Ask Jean Chatzky: How Do I Leverage A 457(b) Plan And A 403(b) At The Same Time?

Jean tackles a question from a reader who will be contributing to both a 457(b) plan and 403(b) plan. What's the best strategy?. Q: I recently received a promotion and raise and I now qualify for my organization’s 457 plan, in addition to the 403(b) plan I was already contributing to. I was maxing out my 403(b) and now I’m in a position to save even more. I currently do all of my contributions via the Roth option. My employer’s 5% match is automatically pre-tax. I had about $110,000 saved for retirement before I stopped checking in mid-March. What do you recommend to fully leverage both plans? My understanding is that I can take withdrawals from the 457 plan at any time with no penalty. Should I treat it as a savings investment vehicle for other goals – not just retirement. I’m 36 and married with no kids. Thanks!
Personal Financehermoney.com

Ask Jean Chatzky: Roth Backdoor Conversions

Q: I’m considering a Roth IRA conversion to take advantage of the lower amount that I’d have to pay on taxes. Is it wise to do a Roth backdoor conversion? We are in a high tax bracket. We’re thinking that the money we put in today will grow to a large sum of money when we retire. But is it better to pay the taxes today at a higher rate, than to pay it later at a somewhat reduced rate? I have several traditional IRAs at different brokerage firms. Should I convert them at the same time or wait it out? Thank you. – Rose.