1. 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 ...
  2. 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. ...
  3. Tips On How To Use IRAs To Boost Retirement Savings ...

    Tips On How To Use IRAs To Boost Retirement Savings ...

    According to the Trustees of the Social Security Fund, the fund will be depleted ...
  4. 3 Retirement Plan Moves To Make Before Year-End

    3 Retirement Plan Moves To Make Before Year-End

    If you don't know what must be done before December 31 you may miss opportunities ...
  5. Divorcing? The Right Way to Split Retirement ...

    Divorcing? The Right Way to Split Retirement ...

    Mishandling how you define and allocate retirement-plan assets in a divorce can cost ...
  6. Substantially Equal Periodic Payment (SEPP): ...

    Substantially Equal Periodic Payment (SEPP): ...

    Taxpayers often make costly mistakes with SEPP programs because there is little guidance ...
  1. Consolidating Your Retirement Money

    Consolidating Your Retirement Money

    By midlife, you're likely to have accumulated a string of IRAs, 401(k)s and the like. ...
  2. 403(b) Plan Tutorial

    403(b) Plan Tutorial

    Learn about the set-up, the contributions to and the distributions from this retirement ...
  1. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

    The distributions are different for IRAs, qualified plans and 403(b) plans.For IRAs, qualified plans (such as 401(k), money ...
  2. 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 ...
  3. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How ...

    The IRS says that you can roll a 403(b) plan into a 401(k) plan if you now work for an employer that offers a 401(k) plan. ...
  4. What is the difference between qualified and non-qualified plans?

    Qualified and non-qualified retirement plans are created by employers with the intent of benefiting employees. The Employee ...
  1. 5 Tax(ing) Retirement Mistakes

    5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement ...
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