Sep 28, 2016 | IRA, Retirement Plans, ROTH
WASHINGTON — The Internal Revenue Service [on Aug. 24] provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or...
Sep 26, 2016 | Boomer Retirement, Retirement Plans, Retirement Reality
“Building an emergency fund might just keep your retirement plans on track,” writes Kelli B. Grant in an excellent cnbc.com piece headlined Stop using retirement accounts as emergency funds. The first part of her article continues: “Americans have been putting more...
Sep 23, 2016 | Boomer Retirement, Money and Aging, Pension Parameters, Planning for Longevity, Retirement Plans
Five of the most important retirement decisions are discussed in a superb piece by one of our favorite writers on retirement, Emily Brandon, for usnews.com. The author of Pensionless: the 10-Step Solution for a Stress-Free Retirement, Brandon outlines key “retirement...
Sep 20, 2016 | Retirement Plans
WASHINGTON — The Internal Revenue Service encouraged taxpayers to consider a mid-year tax withholding checkup following several new factors that could affect their refunds in 2017. Taking a closer look at the taxes being withheld can help ensure the right amount is...
Sep 15, 2016 | Do You Know
WASHINGTON — The Internal Revenue Service announced [Sept. 14] that interest rates will remain the same for the calendar quarter beginning Oct. 1, 2016. The rates will be: four (4) percent for overpayments (three (3) percent in the case of a corporation); 1 and...
