While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. Part 1 of a 2-part series.
’Tis the season to be giving. The holidays are a great time to donate to your favorite charity. Of course giving back to a good cause is great for the soul, but it can also be good for the pocketbook, in the form of a tax deduction.
Almost every day brings you something you need in order to enjoy a happy and meaningful life. But what if something happens and you lose your ability to make the right decisions for yourself? What will you do? Enter the “power of attorney.”
Those approaching retirement commonly worry about making their money work hard enough for them, in order to achieve a financially secure future. One kind of investment they should look into is annuities a combination of investment and insurance policy.
Social Security beneficiaries are receiving a cost of living adjustment in 2012...and while this may sound like a good thing, it’s actually a “mixed bag.” Medicare premiums will also rise, and these increases could equal the cost of living adjustment.
While the requirements for receiving a federal income tax deduction for an IRA contribution are the same no matter what state you live in, the tax treatment of IRA contributions at the state level can vary significantly.
Approaching as quickly as a Caribbean hurricane is October 17, 2011, the day of reckoning for undoing 2010 Roth conversions. Once this date passes, most who made 2010 conversions will be locked into them, as well as their accompanying tax bills.
As the events of the recent “debt ceiling” issue have taught us, borrowing can be a dangerous game. But when it comes to IRAs, borrowing can be more than just dangerous: it can be a fatal error that can decimate a lifetime of savings.
Americans are worried what inflation might do to their retirement finances. According to a recent survey, 93% reported they worried at least "a little" about inflation’s impact on their retirement finances, and a majority, 53%, said they worried "a lot."
ATM fees are doing damage to your paycheck, your daily financial picture, and your retirement savings. According to a study by the Pew Charitable Trusts, checking accounts at the 10 biggest U.S. banks had a median 49 fees in October 2010.
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