Retirement

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  1. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

    I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

    With an adjusted gross income (AGI) of more than $100,000, only your eligibility to deduct contributions to a Traditional ...
  2. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

    My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

    The basis attributed to IRA assets that you inherited remains the same. Since you are a spouse beneficiary and you elect ...
  3. Analyzing IRA And ESA Statements

    Analyzing IRA And ESA Statements

    Learn how to read and verify 5498 and 5498-ESA reporting your retirement-account contributions.
  4. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

    Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

    Typically, if you withdraw assets from an IRA or a qualified retirement plan sponsored by your employer while under the age ...
  5. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

    I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

    You must have earned income (eligible compensation) to be eligible to contribute to a Roth IRA. Individuals who are eligible ...
  6. What's the difference between a savings account and a Roth IRA?

    What's the difference between a savings account and a Roth IRA?

    A savings account is an all-inclusive term , which includes IRAs and regular ( non-retirement) savings. A Roth IRA is a savings ...
  7. Healthy Survival Guide For Sandwiched Boomers

    Healthy Survival Guide For Sandwiched Boomers

    Caring for children and parents is squeezing baby boomers' finances. Find out how to cope.
  8. Chipping Away At The Pension Freeze Trend

    Chipping Away At The Pension Freeze Trend

    Learn five steps that'll put your retirement back into your own hands.
  9. The Impact Of Recession On Businesses

    The Impact Of Recession On Businesses

    Find out how this economic cycle affects both small and big business.
  10. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

    I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

    The exact amount of the 72(t) distributions that you are eligible to take will be determined by your age and the IRS published ...
  11. What is the best retirement plan option for a physician with her own practice, employees ...

    What is the best retirement plan option for a physician with her own practice, employees ...

    It is very unlikely that you will find a qualified plan or an IRA-based plan that will allow the employer to exclude other ...
  12. Can a creditor seize my retirement savings?

    Can a creditor seize my retirement savings?

    Whether a creditor can seize your retirement savings will depend on the type of account in which you are holding your retirement ...
  13. New Option For Beneficiaries: Reversionary Annuities

    New Option For Beneficiaries: Reversionary Annuities

    This vehicle can provide survivors with guaranteed income and lower premiums.
  14. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

    What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

    Unfortunately, a non-spouse beneficiary is not allowed to rollover assets from a qualified plan. Therefore, purchasing an ...
  15. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

    If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

    While the IRA owner is alive, only the IRA owner can change the designated beneficiary of the IRA. Exceptions may apply if ...
  16. What are the income limits for Roth IRA contributions?

    What are the income limits for Roth IRA contributions?

    The 2007 and 2008 income limits for Roth IRA contributions are as follows: Situations 2007 2008 Individuals who are married ...
  17. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

    My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

    If you converted the funds less than five-years ago, you will not be able to meet the qualified distribution requirements. ...
  18. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

    I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

    First, some background information: the tax treatment of a Roth IRA distribution depends on whether or not the distribution ...
  19. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

    Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

    IRS rules prevent you from maintaining joint Roth IRA accounts. However, you may accomplish your goal of contributing larger ...
  20. What does the Pension Protection Act of 2006 say about charitable contributions?

    What does the Pension Protection Act of 2006 say about charitable contributions?

    According to the Pension Protection Act of 2006 (PPA), you can make a distribution from your IRA payable to a charity. A ...
  21. I want to roll over a portion of my retirement plan with my employer and I have been ...

    I want to roll over a portion of my retirement plan with my employer and I have been ...

    This is based on the rules that an individual can roll over a portion of his or her retirement plan balance, rather than ...
  22. Should I put money into a retirement account even if it isn't tax deductible?

    Should I put money into a retirement account even if it isn't tax deductible?

    One of the biggest and most often-touted advantages of putting money into a retirement account is the tax savings that come ...
  23. How To Evaluate Pension Risk By Analyzing Annual Costs

    How To Evaluate Pension Risk By Analyzing Annual Costs

    Learn how to assess whether a company's pension plan is posing more risks than what the footnotes indicate.
  24. Squeeze A Greenback Out Of Your Latte

    Squeeze A Greenback Out Of Your Latte

    Stick to your budget every day with these 15 simple tips.
  25. Burdening Your Retirement With A Mortgage

    Burdening Your Retirement With A Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  26. I am considering taking a loan from my qualified retirement plan. What is the definition ...

    I am considering taking a loan from my qualified retirement plan. What is the definition ...

    For the purposes of a qualified plan loan, the reasonable rate of interest that the Department of Labor provides is one consistent ...
  27. 5 Retirement Plan Moves To Make Before Year-End

    5 Retirement Plan Moves To Make Before Year-End

    Make sure all your loose ends are tied with these simple reminders and tips for your plans.
  28. Plan To Retire Rich

    Plan To Retire Rich

    Don't just hope for the best - develop a course of action to achieve your goals.
  29. Are You Buying Annuities Or Mutual Funds?

    Are You Buying Annuities Or Mutual Funds?

    Investing a client's money in variable annuties is becoming a target for criticism.
  30. Rejuvenate Your Life And Career With A Sabbatical

    Rejuvenate Your Life And Career With A Sabbatical

    Sometimes a one-week vaction isn't enough. Learn the pros and cons of an extended break.
  31. 401(k) Debit Cards: Taking A Swipe At Your Retirement Savings

    401(k) Debit Cards: Taking A Swipe At Your Retirement Savings

    This is just another more convenient way to borrow from your plan. But at what cost?
  32. All About Inflation

    All About Inflation

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  33. Roth IRAs Tutorial

    Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute to it and withdraw from it.
  34. The Money Market

    The Money Market

    If your investments in the stock market are keeping you from sleeping at night, it's time to learn about the safer alternatives ...
  35. Estate Planning Basics

    Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter how wealthy you are.
  36. SEP IRAs Tutorial

    SEP IRAs Tutorial

    Learn about the set-up, the contributions to and the distributions from this IRA-based plan to which employers may make tax-deductible ...
  37. Economic Indicators To Know

    Economic Indicators To Know

    The economy has a large impact on the market. Learn how to interpret the most important reports.
  38. Traditional IRAs Tutorial

    Traditional IRAs Tutorial

    This comprehensive guide goes through what a Traditional IRA is and how to set one up, contribute to it and withdraw from ...
  39. The 401(k) and Qualified Plans Tutorial

    The 401(k) and Qualified Plans Tutorial

    Learn about eligibility requirements, contribution to and distribution rules for these retirement plans.
  40. SIMPLE IRA Tutorial

    SIMPLE IRA Tutorial

    This comprehensive guide goes through what a SIMPLE IRA is and how to set one up, contribute to it and withdraw from it. ...
  41. 403(b) Plan Tutorial

    403(b) Plan Tutorial

    Learn about the set-up, the contributions to and the distributions from this retirement plan for certain employees of public ...
  42. Retirement Planning Basics

    Retirement Planning Basics

    Realizing your post-work goals need not be daunting. We'll tell you everything you need to know to get - and stay - on track. ...
  43. Registered Retirement Savings Plans (RRSP)

    Registered Retirement Savings Plans (RRSP)

    Learn how the Canadian government makes saving for your post-work years easy. We take you from your first contribution to ...
  44. How can I get information about my deceased husband's retirement account if his employer ...

    How can I get information about my deceased husband's retirement account if his employer ...

    That is unusual. Contact his employer again and if you are not satisfied with the response, ask to speak with a supervisor ...
  45. Pick 401(k) Assets Like A Pro

    Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
  46. Stock Market Risk: Wagging The Tails

    Stock Market Risk: Wagging The Tails

    The bell curve is an excellent way to evaluate stock market risk over the long term.
  47. How do I

    How do I "vest" something?

    Vesting is a term usually related to pension plans that some employer's provide to their employees.An employer may make contributions ...
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