Retirement

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  1. I Was Intimidated By Investing, But Here's How I Got Started

    I Was Intimidated By Investing, But Here's How I Got Started

    The first time I felt intimidated by adult responsibility, I was three months out of college. It was my very first job interview ...
  2. Impact Of Continuing To Work In Retirement

    Impact Of Continuing To Work In Retirement

    What if you just kept working instead of retiring when you reach 65 or 66? Here's how to calculate how it would affect your ...
  3. When Should I Take Social Security?

    When Should I Take Social Security?

    Confused by your Social Security benefits? You’re not alone. Luckily our expert Rob Kron breaks it down.
  4. Typical Retirement Expenses

    Typical Retirement Expenses

    Travel is one thing people start doing more of when they retire. Here are ways to think about how your spending may change ...
  5. The Retired Person's Guide To Managing Expenses

    The Retired Person's Guide To Managing Expenses

    Use these strategies for managing your expenses when retired, and you'll be able to enjoy life with a minimum of unpleasant ...
  6. 5 Signs You're Spending Too Much In Retirement

    5 Signs You're Spending Too Much In Retirement

    You're finally retired – free to have all the adventures you've dreamed of. Just be sure you have a budget and watch for ...
  7. 7 Signs You're Spending Too Little In Retirement

    7 Signs You're Spending Too Little In Retirement

    Everyone worries about spending too much when they're retired. But you can also spend too little – and even risk your health. ...
  8. Benefit From Senior Discounts

    Benefit From Senior Discounts

    Retirees and other seniors can save a surprising amount of money using senior discounts. In fact, some places start the senior-savings ...
  9. Retirement: What Percentage Of Salary To Save?

    Retirement: What Percentage Of Salary To Save?

    There's new research on what percentage of salary you should save to ensure you end up with enough for a comfortable retirement. ...
  10. Can I still set up an SEP if one of my employees refuses to participate?

    Can I still set up an SEP if one of my employees refuses to participate?

    You can establish the SEP IRA, even if the employee refuses to participant. However, you would need to establish an IRA for ...
  11. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    Can I roll a Traditional IRA into a 529 college account for my grandchild?

    A 529 plan, also known as a "qualified tuition program", is an investment vehicle that allows individuals to save for education ...
  12. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

    Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

    If your modified adjusted gross income (MAGI) is $100,000 or less and you are not married filing separately, you may initiate ...
  13. Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

    Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

    This vehicle has several advtanges over the SEP IRA. Find out why it's often a better alternative.
  14. After-Tax Balance Rules For Retirement Accounts

    After-Tax Balance Rules For Retirement Accounts

    Accumulating post-tax assets can work to your advantage. Find out how.
  15. Guide To 401(k) And IRA Rollovers

    Guide To 401(k) And IRA Rollovers

    Follow the steps detailed below when you need to roll over your 401(k) or IRA account to be sure you preserve tax benefits ...
  16. I want to close my IRA account. What percentage will I lose to tax?

    I want to close my IRA account. What percentage will I lose to tax?

    You can move the amount by means of a trustee-to-trustee transfer to another IRA, or roll over the amount to your 401(k). ...
  17. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

    I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

    Regular IRA contributions must be made in cash. Contributions of securities are not allowed. Internal Revenue Code Section ...
  18. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

    I am starting a limited liability company (LLC). I will be the sole member. Can I ...

    In a word, yes. A limited liability company (LLC) is eligible to establish a simplified employee pension (SEP). Keep in mind ...
  19. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

    I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

    It is always a good choice to fund the individual retirement account (IRA), even if the owner is not eligible to claim the ...
  20. Should You Convert Your IRA?

    Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  21. Why Your Will Should Name Designated Beneficiaries

    Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive your assets and how they will be paid ...
  22. New Retirement Plan Limits For 2011

    New Retirement Plan Limits For 2011

    New changes to the law can have a huge impact on your nest egg.
  23. Changes In Tax Legislation And Regulation

    Changes In Tax Legislation And Regulation

    Keeping on top of these amendments can help you avoid penalties and take advantage of benefits.
  24. Rolling Over Company Stock: A Decision To Think Twice About

    Rolling Over Company Stock: A Decision To Think Twice About

    It may be more beneficial for you to pay tax now than deferring it to an IRA. We show you how and why.
  25. How Much Social Security Will You Get?

    How Much Social Security Will You Get?

    You've been paying in for years - now it's time to find out what the system owes you.
  26. Borrowing From Your Retirement Plan

    Borrowing From Your Retirement Plan

    Left with no alternative but to take money out from your retirement savings? Here are some guidelines.
  27. Are Equity-Indexed Annuities Right For You?

    Are Equity-Indexed Annuities Right For You?

    Equity-indexed annuities can be confusing to understand, but for conservative investors, they can be valuable savings plans. ...
  28. Preparing For Retirement Plan RMD Season

    Preparing For Retirement Plan RMD Season

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  29. Tax Treatment Of Roth IRA Distributions

    Tax Treatment Of Roth IRA Distributions

    Learn the requirements for withdrawing funds tax and penalty free.
  30. Don't Forget The Kids: Save For Their Education And Retirement

    Don't Forget The Kids: Save For Their Education And Retirement

    Retirement and education financing are the two most important planning items for taxpayers.
  31. 10 Sources Of Nontaxable Income

    10 Sources Of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  32. What effect will a prenuptial agreement have on a 401(k)?

    What effect will a prenuptial agreement have on a 401(k)?

    Courts have ruled that a prenuptial agreement for qualified plan (including 401(k)) assets is invalid. The logic is that ...
  33. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

    I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

    Generally, a leased employee is the employee of an outside organization from which you lease the employee's services. For ...
  34. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

    I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

    As you may already know, you must meet certain requirements, outlined in the 401(k) plan document, to be considered eligible ...
  35. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

    If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

    Because the SIMPLE IRA contribution limits are much lower than the 401(k) limits, it might at first seem unfair that you ...
  36. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  37. Is there a limit on how much I can move from my IRA to my Roth IRA?

    Is there a limit on how much I can move from my IRA to my Roth IRA?

    There is no limit on the amount that can be converted from your Traditional IRA to your Roth IRA. As you may already know, ...
  38. What is a good book on creating a trust that would qualify as the beneficiary for ...

    What is a good book on creating a trust that would qualify as the beneficiary for ...

    "Life And Death Planning For Retirement Benefits" has all you need and more. If you read this book, you won't need any luck.To ...
  39. Protecting Your Retirement Assets

    Protecting Your Retirement Assets

    Your golden years are meant to be stress free. Keep them that way by protecting your assets.
  40. The Income Property: Your Late-In-Life Retirement Plan

    The Income Property: Your Late-In-Life Retirement Plan

    You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up ...
  41. Avoid The Downsides Of Downsizing In Retirement

    Avoid The Downsides Of Downsizing In Retirement

    Done right, downsizing can still be a good idea. You can have more money, simplify your life, and reduce home-maintenance ...
  42. Build A Wall Around Your Assets

    Build A Wall Around Your Assets

    Learn how to protect your money from lawsuits, creditors and other judgment proceedings.
  43. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

    Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

    When you missed your required minimum distribution (RMD), you should have sent in a letter of explanation and filed IRS Form ...
  44. Can I contribute to both a 401(k) and an IRA?

    Can I contribute to both a 401(k) and an IRA?

    If you contribute to your 401(k) account, you may still contribute to a Roth IRA and/or a Traditional IRA; however, your ...
  45. How Gen Y Can Avoid Working Forever

    How Gen Y Can Avoid Working Forever

    Despite tough odds, Gen Y has time to build a strong future with more control over their lives than earlier generations. ...
  46. Moving Retirement Plan Assets: How To Avoid Mistakes

    Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  47. Immediate Annuities: More Income and Lower Taxes

    Immediate Annuities: More Income and Lower Taxes

    These instruments may shed their bad rap to bring you a hefty tax break.
  48. Can 529 plans be used to transfer wealth to other family members if the original ...

    Can 529 plans be used to transfer wealth to other family members if the original ...

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  49. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

    Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

    Yes. An SEP IRA can be converted to a Roth IRA.As you may know, an SEP IRA is just a Traditional IRA that receives employer ...
  50. My spouse has little/no income. Can I contribute to my spouse's IRA?

    My spouse has little/no income. Can I contribute to my spouse's IRA?

    Yes. You may make a Traditional IRA contribution to your spouse's Traditional IRA because you have eligible compensation.There ...
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