IRA’s

Car loans, sar sales. signing

How To Successfully Merge Two Households

Couples are marrying later in life, which means the merging two households.

WBZ NewsRadio 1030–06/04/2014

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Your Small Business Retirement Plan

If you are smart enough to start your own business, you should be smart enough to start a retirement plan as well!

WBZ NewsRadio 1030–05/22/2014

cash, money, 100 dollar bills

Getting Your Money Out Of IRAs

The IRS and Congress allowed tax deferred growth and most times a deduction for your IRA, so they will not be happy if you want to withdraw your money before age 59½.

WBZ NewsRadio 1030–05/16/2014

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The Spousal IRA

A Spousal IRA is an IRA funded for a spouse with little or no income by a working spouse with income.

WBZ NewsRadio 1030–05/14/2014

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The Traditional IRA

IRAs are a very useful tool for retirement planning but not enough folks are contributing to them that are eligible to use them.

WBZ NewsRadio 1030–05/12/2014

Papers, Folders

Get Your Taxes In Order Now For Next Year

Get a jump-start on this year’s taxes. Set up a filing system.

WBZ NewsRadio 1030–02/21/2014

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Looking For A Tax Shelter?

The best way to beat taxes is by investing in your retirement plan.

WBZ NewsRadio 1030–02/19/2014

Internal Revenue Service

Retirement At Age 70½

Congress and the IRS decided that you cannot leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin mandatory withdrawals.

WBZ NewsRadio 1030–01/31/2014

(Photo by Chip Somodevilla/Getty Images)

Are You Saving Enough For Retirement?

The average 401(k) balance came in at $80,600 at the end of the second quarter of this year (2013) according to a report released by Fidelity, which represents 12.4 million U.S. workers.

WBZ NewsRadio 1030–10/24/2013

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

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