401K

Checks, Money, Payment, Loans

Your Retirement Plan Is Not A Revolving Savings Account

According to the Employee Benefit Research Institute’s latest study on borrowing, about 20% of IRA participants have outstanding loans from their plans.

WBZ NewsRadio 1030–09/26/2013

Social Security, Checks, Retirement

Will There Be Enough Money To Support Your Retirement?

The more money you have the more options you will have in retirement.

WBZ NewsRadio 1030–06/19/2013

(Photo by Chip Somodevilla/Getty Images)

The Facts About Rollover IRAs

A rollover IRA is when you transfer money from a retirement account into an IRA.

WBZ NewsRadio 1030–05/15/2013

Photo Credit: Thinkstock.com

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.

03/18/2013

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

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.

WBZ NewsRadio 1030–02/01/2013

(Photo by Drew Angerer/Getty Images)

Penalty Free At 60

The number I am looking for is actually 59½!

WBZ NewsRadio 1030–01/30/2013

Cuba

The Magic Of Age 55

Age 55 seems to be a magical number; still young enough to travel or start another career.

WBZ NewsRadio 1030–01/29/2013

(Photo credit SAUL LOEB/AFP/Getty Images)

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.

WBZ NewsRadio 1030–10/24/2012

Workers, Employees, Technology Jobs, Computers

Your Retirement Plan Limits

Tax law changes made several years ago put traditional retirement plans on an equal footing.

WBZ NewsRadio 1030–10/23/2012

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

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.

WBZ NewsRadio 1030–09/26/2012

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