IRA’s

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 Credit: Thinkstock.com

How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013

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 Credit: Thinkstock

Whose Money Is Whose?

Couples are marrying later in life, and that means merging two households.

WBZ NewsRadio 1030–06/05/2013

Childcare, infant

The Facts About Spousal IRAs

The spousal IRA is an IRA funded for a spouse with little or no income by a working spouse with income.

WBZ NewsRadio 1030–05/14/2013

(Photo by Drew Angerer/Getty Images)

The Facts About Traditional IRAs

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 1030–05/13/2013

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

Cake, Celebration

The Importance Of Age 50

Many birthdays are key to successful retirement planning.

WBZ NewsRadio 1030–01/28/2013

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

Which Mutual Funds Fit Your Portfolio

There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/15/2013

more

previous