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403B

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

(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

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

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

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.

WBZ NewsRadio 1030–07/25/2012

(Photo by Chip Somodevilla/Getty Images)

IRAs: Rollover IRAs

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

WBZ NewsRadio 1030–05/16/2012

Papers, Folders

T’is The Season: Planning For 2012

To get a head start on this year’s taxes start planning now. Set up a filing system.

WBZ NewsRadio 1030–02/24/2012

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