Retirement

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  1. Can an employer adopt a different type of retirement plan for each employee?

    Can an employer adopt a different type of retirement plan for each employee?

    Generally, any qualified retirement plan or IRA-based plan adopted by an employer must cover all eligible employees. Failure ...
  2. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

    My daughter would like to use some of her Roth IRA to pay for some current tuition ...

    This is a surprisingly complicated question, as it touches on the differences between traditional and Roth IRAs, as well ...
  3. What is cliff vesting?

    What is cliff vesting?

    An employee is considered "vested" in an employer benefit plan, once they have earned the right to receive benefits from ...
  4. What pension benefits are available to military personnel?

    What pension benefits are available to military personnel?

    The United States military provides its members many benefits, including what many regard as a rather generous pension system, ...
  5. Distribution Rules For Inherited Retirement Plan Assets

    Distribution Rules For Inherited Retirement Plan Assets

    If you've recently inherited a retirement plan, you must get to know the rules for distributing the funds.
  6. Raising Grandchildren A Financial Feat

    Raising Grandchildren A Financial Feat

    Becoming a full-time caregiver again presents many challenges - including making ends meet.
  7. What To Do When You're Left Out Of A Will

    What To Do When You're Left Out Of A Will

    Discover the legal steps you can take if you are left out of a will and if fighting is worth the effort.
  8. IRA Assets And Alternative Investments

    IRA Assets And Alternative Investments

    Interested in non-traditional investing? Make sure you follow the rules to avoid prohibited transactions.
  9. 6 Signs You're Ready to Retire Early

    6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  10. 5 Ways To Fund Your Retirement

    5 Ways To Fund Your Retirement

    Generating income without going to work tends to be a murky concept. Find out how it works.
  11. The Defined-Contribution Plan: A Flawed Concept

    The Defined-Contribution Plan: A Flawed Concept

    After a career marked by loyalty to the firm, the promised pension plan benefits aren't materializing for many plan participants. ...
  12. 3 Reasons To Use An Employer-Sponsored Retirement Plan

    3 Reasons To Use An Employer-Sponsored Retirement Plan

    If you aren't participating in your employer-sponsored retirement plan, you're missing out! Learn the benefits.
  13. Should You Roll Over Your 401(k)?

    Should You Roll Over Your 401(k)?

    Before moving your retirement funds into another account, consider your options.
  14. If there are two plans and one is terminated, creating a distributable event, can ...

    If there are two plans and one is terminated, creating a distributable event, can ...

    It depends. If the loan is in good standing - the participant did not default on the loan and the loan meets other statutory ...
  15. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

    Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

    If If you withdraw your Roth IRA contribution, the amount will be tax and penalty free. If your initial contribution accrued ...
  16. Is my 403(b) account owned by me or by the institution?

    Is my 403(b) account owned by me or by the institution?

    You are the owner of your 403(b). The financial institution just holds the assets on your behalf and facilitates your transactions.For ...
  17. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

    Is it easier to save for retirement if you start earlier in life? Can I make up for ...

    In general, the earlier you start saving for retirement, the easier it will be to afford, given the number of financial obligations ...
  18. Who Benefits From Retirement Annuities

    Who Benefits From Retirement Annuities

    Annuities guarantee some degree of fixed income in retirement. But is the security worth the fees and less favorable tax ...
  19. Reverse Mortgage Pros And Cons

    Reverse Mortgage Pros And Cons

    It's a way to use your home equity for help when you're older. But does it make sense for your family? Here's how to tell ...
  20. Benefits Of A SIMPLE IRA

    Benefits Of A SIMPLE IRA

    If you're at a small company, you may be offered a SIMPLE IRA retirement plan. Contribution limits are lower, but vesting ...
  21. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

    Can high-income earners deduct yearly defined-benefit plan contributions of over ...

    At a very high income level (say from $300,000 plus per year), you may be able to contribute and deduct the $100,000 contribution ...
  22. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

    Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

    Yes. An individual may make IRA contributions to both a Roth and a Traditional IRA, providing the combined contribution total ...
  23. What are the requirements that a trust needs to meet to be qualified?

    What are the requirements that a trust needs to meet to be qualified?

    The requirements that a trust must meet to be qualified are as follows: The trust must be a valid trust under state law or ...
  24. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

    I overcontributed to my Roth, then lost half of this money to the market. Does the ...

    It depends. If the excess contribution is removed from your Roth IRA by your tax-filing deadline plus any extensions, along ...
  25. Are my IRAs secure against possible liens?

    Are my IRAs secure against possible liens?

    Your IRA is protected from bankruptcy up to $1 million. However, in all other cases, state law determines whether any protection ...
  26. 5 Lessons From The Recession

    5 Lessons From The Recession

    The bear market of 2008 was a game-changer for many investors. Find out what lessons you can take away from it.
  27. Top 7 Estate Planning Mistakes

    Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.
  28. Retirement: The One Thing Couples Shouldn't Do Together

    Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
  29. Where can I find information on how to distribute my deceased parent's assets?

    Where can I find information on how to distribute my deceased parent's assets?

    Related information can be found in IRS publication 590. See page 32 (bottom right hand corner) and page 35. If the trust ...
  30. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

    If an employee covered by a SIMPLE leaves his employer within the two-year period ...

    During the first two years after the SIMPLE IRA is established, assets held in the SIMPLE must not be transferred or rolled ...
  31. The 5% Solution To Financial Freedom

    The 5% Solution To Financial Freedom

    How can you save the recommended 10% of your income? We'll show you how to get there.
  32. Substantially Equal Periodic Payment (SEPP): Learn The Rules

    Substantially Equal Periodic Payment (SEPP): Learn The Rules

    Taxpayers often make costly mistakes with SEPP programs because there is little guidance on what can be done in certain situations. ...
  33. 3 Common Excuses For Not Contributing To A Retirement Plan

    3 Common Excuses For Not Contributing To A Retirement Plan

    If you're not participating in your employer-sponsored retirement plan, there may be some easy solutions.
  34. The Enemy of Retirement Security: Procrastination

    The Enemy of Retirement Security: Procrastination

    I signed up for a program called "Connections" through my college to bring a group of the college's current juniors and seniors ...
  35. Delaying Social Security Can Add Up

    Delaying Social Security Can Add Up

    The age you start collecting Social Security benefits significantly affects how much you will get each month. Do the math ...
  36. Create Your Own Social Security Fund

    Create Your Own Social Security Fund

    The government's Social Security program may not last forever - be prepared by setting up your own.
  37. The Executor's Checklist: 7 Things To Do Before They Die

    The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the ...
  38. 5 Retirement Planning Rules For Recent Graduates

    5 Retirement Planning Rules For Recent Graduates

    The future may seem far off, but now is the time to plan for it.
  39. Top 5 Critical Retirement Plan Mistakes To Avoid

    Top 5 Critical Retirement Plan Mistakes To Avoid

    These five common retirement mistakes can get you into financial trouble at a point when you most need stability.
  40. 5 Tax(ing) Retirement Mistakes

    5 Tax(ing) Retirement Mistakes

    Don't let these simple errors take the luster off your golden years.
  41. 5 Ways To Stretch Your Retirement Budget

    5 Ways To Stretch Your Retirement Budget

    Living comfortably can be easy if you follow a simple plan.
  42. It's Never Too Early To Start Saving

    It's Never Too Early To Start Saving

    The earlier you begin investing, the more stable your future will be in the short and long term.
  43. 10 Steps To Tax Preparation

    10 Steps To Tax Preparation

    Follow these simple steps to get you ready for the income tax deadline of April 15.
  44. Payroll Deductions Pay Off

    Payroll Deductions Pay Off

    Find out how you can bypass or defer taxes on thousands of dollars each year.
  45. 5 Lesser-Known Retirement And Benefit Plans

    5 Lesser-Known Retirement And Benefit Plans

    These plans aren't widely used, but they fill a specific niche for employees in certain situations.
  46. Don't Forget To Take Minimum Distributions

    Don't Forget To Take Minimum Distributions

    Take the right required minimum distributions from IRAs, 401(k)s and the like, starting the year you reach age 70 ½. There's ...
  47. Overcome The Retirement

    Overcome The Retirement "Gender Gap"

    Learn why many women's post-work saving plans fall behind and what they can do to catch up.
  48. Stocks: Who Needs Them?! (You, If You Want To Retire)

    Stocks: Who Needs Them?! (You, If You Want To Retire)

    Stocks have long been trumpeted as necessary to ensure a comfortable retirement. But does that advice still make sense?
  49. Top 10 Tips For A Financially Safe Retirement

    Top 10 Tips For A Financially Safe Retirement

    You've worked hard to secure enough to retire, so make sure you keep it safe.
  50. Beware Of Company Stock In Qualified Plans

    Beware Of Company Stock In Qualified Plans

    While this strategy does have a few advantages, it can also pose some substantial risks to employees.
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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