Roth IRA

(Photo by Tim Boyle/Getty Images)

Mom & Taxes

Did mom file her tax return this year? Ask her if she wants some help with her tax return.

WBZ NewsRadio 1030–05/08/2015

Taxes, Retired Taxes,

4 Helpful Tax Tips For Newly Retired

Minimize the amount of tax you may owe from your retirement income with these tips.

03/13/2015

(File image credit: NOAH SEELAM/AFP/Getty Images)

Key Retirement Birthdays: 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 1030–01/30/2015

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

Key Retirement Birthdays: Almost 60

At 59½ you can finally get at those dollars you have been stashing away for years in your retirement plans without paying a 10% penalty.

WBZ NewsRadio 1030–01/28/2015

(Credit: Thinkstock)

Other Ways To Pay For College

If your kid is in her senior year and there is nothing set aside for her college education it’s too late to do much more than stick whatever extra cash you can in a savings account.

WBZ NewsRadio 1030–11/14/2014

Social Security, Checks, Retirement

Retirement Plans At Work

More and more employers are eliminating their pension plans and only 60% of employers currently offer retirement plans.

WBZ NewsRadio 1030–10/24/2014

401K, Retirement Plans

Retirement Plan Limits

Let’s start with the employer plans, 60% of employers offer some sort of retirement plan, but only about 50% of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/21/2014

(WBZ-TV)

I Can Wait Until I’m 40 To Start Saving For Retirement

No you can’t! The reality is if you start at forty and plan to retire at age 67 you have only 27 years of saving and investing.

WBZ NewsRadio 1030–05/26/2014

Photo Credit Thinkstock

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

(File image credit: NOAH SEELAM/AFP/Getty Images)

Invest That Tax Refund In Your Retirement

No one has ever been guilty of saving too much money for retirement!

WBZ NewsRadio 1030–03/12/2014

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