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403B

Internal Revenue Service

Key Retirement Birthdays: Age 70½

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 1030–01/13/2012

Social Security, Checks, Retirement

Key Retirement Birthdays: Not Quite 60

The number I am looking for is actually 59½!

WBZ NewsRadio 1030–01/11/2012

Money Matters – Save For Retirement Week: Over The Hill 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 1030–10/19/2011

Money Matters – Save For Retirement Week: Retirement Plan Limits

You may have a 401(k), a 403(b) which is for nonprofit organizations such as schools and hospitals, a 457 plan which covers state, county and city employees and there is a Thrift Savings Plan for federal employees.

WBZ NewsRadio 1030–10/18/2011

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Money Matters – Dumb Money Moves: Borrowing From Your Retirement Plan

Almost all 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan.

WBZ NewsRadio 1030–09/23/2011

Money Matters – Mid-Year Tax Planning: Retirement Plan Contributions

It’s midyear and this is a good time to review your retirement accounts.

WBZ NewsRadio 1030–07/27/2011

Money Matters – IRAs: Rollover IRAs

When we hear the word rollover, we think of a dog following a command to rollover, wanting a treat.

WBZ NewsRadio 1030–05/26/2011

Money Matters – Generation X: Estate Planning

We have Generation Xers frozen in our minds as this 25 year old but they are no longer kids.

WBZ NewsRadio 1030–05/13/2011

Money Matters – Show Me The Money: Invest In Your Retirement

Retirement planning should start with your first job.

WBZ NewsRadio 1030–03/23/2011

Money Matters – Taxing Times: Planning For 2011

This is a good time to start your tax planning for this year.

WBZ NewsRadio 1030–03/04/2011

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