Ah, decision, decisions! The most popular financial ones—saving early? real estate? paying off the mortgage?–are addressed by Andrea Coombes in a MarketWatch.com column, Here is Part 1 of the piece: “Quick, what’s the best money move you ever made? “For…
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AND THE SURVEY SAYS . . . .
Tagged with: financial decisions, Survey
Posted in Asset Allocation, Pension Parameters, Retirement Plans, Tax Planning and Deductions
Posted in Asset Allocation, Pension Parameters, Retirement Plans, Tax Planning and Deductions
IRAs AND RETIREMENT
Exhaling now that April 15 has passed, let’s turn our attention from the IRS to IRAs. Regina Lewis, host of USA TODAY’s “Money Quick Tips” videos, has a smart piece on IRAs as being a recommended part of your retirement…
TAXES & RETIREMENT, PART 1
USA Today’s personal finance editor Rodney Brooks has an excellent March 12 piece on “Five Tax Tips for Future Retirees.” Here is the first of three blogs featuring excerpts from that article: “There are plenty of things we think about…
Posted in Tax Planning and Deductions
THE TAX DEAL AND YOUR PORTFOLIO, PART 3
The third of five installments excerpted from Christine Benz’s comprehensive Jan. 3 Improving Your Finances article on Morningstar.com focuses on . . . : Increased Availability of Conversions from Traditional 401(k)s to Roth 401(k)s “What’s Happening: In an effort to…
TO ROLL? OR NOT TO ROLL? (TO ROTH)
Tax laws are scheduled to change once again in 2013. “Always consider strategy when choosing your retirement vehicle, and always pay attention to opportunities that exist each year, “says Kevin F. McCormack, President, Pension Parameters. This ye buy purchase viagra…
WIN MORE WITH CATCH –UP CONTRIBUTIONS FOR 2013
At Pension Parameters, we’ll reinforce the preceding advice with these 10 words: save a little on your plan, see a big difference. The limit on so-called catch-up contributions (allowed for those vendita cialis born on or before Dec. 31, 1963)…
AUTO IRAs
After the Ides of March (and not nearly as Shakespearean) comes the agita of April. Yes, tax time is upon us — and deadlines are looming — and therefore, as a member cheap viagra of The American Society of Pension…
TEST YOURSELF ON TAX DEDUCTIONS
“What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin”–Mark Twain Come April 15 (or sometime later if you’ve asked for an extension), whether you get skinned or not may depend on that…
YEAR-END PLANNING INSIGHTS FOR ROTH IRA CONVERSIONS
To switch your IRA to Roth before the end of this tax year, or not? That is the perennial question. Since Roth IRAs offer a rare viagra no prescription opportunity to generate tax-free retirement income-along with greater distribution flexibility than…
WITH ANY CHANGE OF FAMILY STATUS, REVIEW YOUR 401(K) BENEFICIARY PROVISIONS WITH YOUR ADVISOR
Claiming a Beneficiary is Not Enough- You Have To Take An Extra Step A recent case that has been widely reported (Cajun Industries LLC v. Robert Kidder) shows how important it is to “go by the rules” set forth by…