401K
The Facts About Rollover IRAs
A rollover IRA is when you transfer money from a retirement account into an IRA.
What To Do With Your Tax Refund
Most tax filers are getting a refund after they file their 2012 return. With the average refund running about $3,000, a lot of people will be thinking about what to do with the extra cash.
Age 70½: The Magic Number For Mandatory Withdrawals
Congress and the IRS decided that you could not leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin your mandatory withdrawals.
Penalty Free At 60
The number I am looking for is actually 59½!
The Magic Of Age 55
Age 55 seems to be a magical number; still young enough to travel or start another career.
The Over The Hill Retirement Plan Bonus!
Congress realized a couple of years back that most workers will not have enough retirement savings set aside for their golden years.
Your Retirement Plan Limits
Tax law changes made several years ago put traditional retirement plans on an equal footing.
Your Retirement Plan Is Not A Revolving Savings Account
It sounds so good, borrow from yourself, and pay yourself back! When you do the actual calculations it doesn’t work that neatly.
It’s Always The Right Time To Review Your Retirement Accounts
The contribution limits for 2012 for a 401(k), a 403(b) and a 457 plan is $17,000. The limit increases with the rate of inflation.
Mid-Year Tax Planning For College Grads
Your school loan payments won’t start until 6 months after graduation and you will be eligible for a deduction on the interest you pay.
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