Retirement

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  1. Get Ready For The Estate Tax Phase-Out

    Get Ready For The Estate Tax Phase-Out

    Changes to federal legislation will affect how your assets are treated once you're gone - be prepared.
  2. My uncle died recently. He designated my mother and father as his beneficiaries in ...

    My uncle died recently. He designated my mother and father as his beneficiaries in ...

    It depends. If the retirement plan is a qualified plan, then the plan administrator would refer to the plan document to determine ...
  3. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

    How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

    Let's suppose the IRA holder, we'll call him Tom, dies in 2008. If Tom was required to take a required minimum distribution ...
  4. How do I go about opening up a Roth IRA?

    How do I go about opening up a Roth IRA?

    You may open Roth IRAs at most financial institutions, such as your local bank, your credit union, or brokerage firm. You ...
  5. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

    I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

    During the first two years after a SIMPLE IRA is established, assets held in the SIMPLE IRA must not be transferred or rolled ...
  6. I didn't record my Traditional IRA contributions. Is there a website that lists  ...

    I didn't record my Traditional IRA contributions. Is there a website that lists ...

    Visit the Congressional Budget Office's Online Tax Guide, which summarizes IRA contribution limits and phase-out ranges for ...
  7. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

    I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

    If you close the Roth IRA now and withdraw the balance, you will be taxed on the earnings unless the distribution is qualified. ...
  8. Can I return funds to my Roth IRA after I have taken it as a distribution?

    Can I return funds to my Roth IRA after I have taken it as a distribution?

    Yes. You can roll over the amount to the Roth IRA, or another of your Roth IRAs (excluding inherited Roth IRAs), provided ...
  9. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

    I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

    You can use your required minimum distributions (RMDs) to fund your Roth IRA as a Roth IRA contribution. This is because ...
  10. Who qualifies as

    Who qualifies as "single" for tax or retirement purposes when spouses do not live ...

    For the purposes of taking a deduction for an IRA contribution, the IRS provides special allowances for individuals who are ...
  11. When should I take my Canadian Pension Plan distributions?

    When should I take my Canadian Pension Plan distributions?

    The Canadian Pension Plan (CPP) is a retirement program from which contributing Canadians may receive payments at the age ...
  12. Where can I find information on multiple annual additions for someone employed by ...

    Where can I find information on multiple annual additions for someone employed by ...

    That information can be found in Internal Revenue Code Section 402(g). Also see IRS Publication 571.If an individual participates ...
  13. Are You Saving Too Much?

    Are You Saving Too Much?

    "Spend now! Don't worry about retirement," say some experts. Could they possibly be right?
  14. ETN Credit Risk May Outweigh Benefits For Some

    ETN Credit Risk May Outweigh Benefits For Some

    Exchange-traded notes have many benefits, but they may not be suited to risk-averse investors.
  15. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

    I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

    Most distributions from qualified retirement plans made to you before you reach the age of 59.5 are subject to an additional ...
  16. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

    Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

    You generally need to reach the limit established by the plan in order to make catch-up contributions; therefore, if the ...
  17. Your Will: Why You Need A Power Of Attorney And Beneficiaries

    Your Will: Why You Need A Power Of Attorney And Beneficiaries

    What would happen if you were suddenly unable to manage your financial affairs? Preparation is the best protection.
  18. Get A Step Up With Credit Shelter Trusts

    Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  19. House Your Retirement With Self-Directed Real Estate IRAs

    House Your Retirement With Self-Directed Real Estate IRAs

    Investors are now able to invest directly in real property, mortgages and other assets.
  20. I have conservative views on investing. How should I go about investing in a Roth ...

    I have conservative views on investing. How should I go about investing in a Roth ...

    Most financial services institutions - such as banks, brokerage firms, credit unions and mutual fund companies - offer Roth ...
  21. Are there tax penalties for closing my Roth IRA account?

    Are there tax penalties for closing my Roth IRA account?

    You can close your Roth IRA account without negative consequences if your total account balance is less than the accumulated ...
  22. What is the five-year waiting rule for Roth IRAs?

    What is the five-year waiting rule for Roth IRAs?

    There are two five-year waiting periods that apply to Roth IRAs. However, in both cases, the waiting period for a Roth IRA ...
  23. Can I have a self-directed IRA or Roth IRA using the forex market?

    Can I have a self-directed IRA or Roth IRA using the forex market?

    In the U.S., one of the best ways for individuals to protect their income from taxes and save for retirement is by using ...
  24. Can I return funds to my Traditional IRA after taking a distribution?

    Can I return funds to my Traditional IRA after taking a distribution?

    If you take a distribution from your Traditional IRA, you can roll over the amount to the same Traditional IRA or another ...
  25. 10 Retirement-Wrecking Moves

    10 Retirement-Wrecking Moves

    Don't let these common mistakes put a crack your nest egg.
  26. Need Retirement Income? Sell Your House!

    Need Retirement Income? Sell Your House!

    Discover 10 tips for making a quick sale and a healthy profit.
  27. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, ...

    I'm about to retire. If I pay off my mortgage with after-tax money I have saved, ...

    Only you and your financial advisor, family, accountant, etc. can answer the "should I?" question because there are many ...
  28. Should You Put Your Faith In A Trust?

    Should You Put Your Faith In A Trust?

    Many institutions want a piece of your portfolio, but trusts can provide a one-stop shop.
  29. Plans The Small-Business Owner Can Establish

    Plans The Small-Business Owner Can Establish

    Don't hesitate to adopt a smart plan for you and your employees.
  30. 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 ...
  31. All About Inflation

    All About Inflation

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  32. 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.
  33. 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 ...
  34. 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 ...
  35. 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.
  36. 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 ...
  37. 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.
  38. 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. ...
  39. 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.
  40. 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. ...
  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. 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 ...
  43. 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.
  44. 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.
  45. 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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  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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