Retirement

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  1. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

    If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

    Distributions of after-tax amounts (amounts already taxed) will not be taxable when distributed to you. However, you will ...
  2. I have two Roth IRAs, one of which has a balance that is much less than the total ...

    I have two Roth IRAs, one of which has a balance that is much less than the total ...

    It depends. You are eligible to write off the losses only if the balance for both of your Roth IRAs (combined) is less than ...
  3. What are some common and useful retirement planner designations? Are they expensive ...

    What are some common and useful retirement planner designations? Are they expensive ...

    Some common retirement planner designations are: Chartered Retirement Plans Specialist (CRPS) designation from the College ...
  4. Enjoy Life Now And Still Save For Later

    Enjoy Life Now And Still Save For Later

    Find out how to balance living well today and retiring well tomorrow.
  5. Cut Your Tax Bill

    Cut Your Tax Bill

    Paying your bills early or giving an extra donation now can help you come tax time.
  6. Is Your 401(k) On Track?

    Is Your 401(k) On Track?

    Small adjustments can have a significant impact on your returns. Learn what to watch for.
  7. Wealth-Building IRA Rollovers

    Wealth-Building IRA Rollovers

    Rollovers allow your tax-deferred retirement assets to grow, even when the world around you is changing.
  8. What are some of the features and benefits of SEP IRAs and Roth IRAs?

    What are some of the features and benefits of SEP IRAs and Roth IRAs?

    SEP IRA Established and funded by a business (including a sole proprietorship) Must be established and funded by the employer's ...
  9. 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 ...
  10. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

    My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

    Under the current version of the law, any IRA or Roth IRA assets that are gifted while the IRA owner is alive are considered ...
  11. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

    Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

    Generally, for the distribution to be considered non-taxable, it must be rolled over (deposited) into the IRA (or another ...
  12. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

    Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

    First, some background: during the first two years after a SIMPLE IRA is established, assets held in the SIMPLE must not ...
  13. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

    Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

    Unfortunately, the IRA is "locked" for five years because of the requirement that the substantially equal periodic payment ...
  14. Bear-Proof Your Retirement Portfolio

    Bear-Proof Your Retirement Portfolio

    Find out how to protect your assets so you can live out your dreams in style.
  15. I participate in a profit-sharing plan at work. If I retire at age 62, will I be ...

    I participate in a profit-sharing plan at work. If I retire at age 62, will I be ...

    The money in your profit-sharing account will be taxable when it is withdrawn from the account. You may leave the money in ...
  16. Can You Retire In Five Years?

    Can You Retire In Five Years?

    The countdown is on. Find out whether you'll be ready to leave the working world.
  17. 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.
  18. The Impact Of Recession On Businesses

    The Impact Of Recession On Businesses

    Find out how this economic cycle affects both small and big business.
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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.
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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.
  28. 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.
  29. Plan To Retire Rich

    Plan To Retire Rich

    Don't just hope for the best - develop a course of action to achieve your goals.
  30. 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.
  31. 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.
  32. 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?
  33. All About Inflation

    All About Inflation

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  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. 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.
  36. 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.
  37. 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.
  38. 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 ...
  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. 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 ...
  41. 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. ...
  42. 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 ...
  43. 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. ...
  44. 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 ...
  45. 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 ...
  46. 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.
  47. 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.
  48. 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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