Dec 21, 2016 | 401k, Pension Parameters, Retirement Plans, ROTH
Retirement policy for the incoming Administration is still an open question, but there are a number of proposals being floated. In a plansponsor.com piece, Rebecca Moore writes that “some discussion topics during president-elect Donald Trump’s campaign included tax...
Nov 8, 2016 | Retirement Plans, ROTH, Small Business Needs, Tax Planning and Deductions
“These days, with pensions a rarity and opportunity for salary growth often coming from a move to a new company, it is neither uncommon nor the subject of much stigma to be employed by many different firms throughout your working years,” writes Mateo Dellovo is a fine...
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...
Oct 29, 2015 | ROTH, Tax Planning and Deductions
CONSIDERING A ROTH IRA CONVERSION? “With financial markets still in a bit of a slump, now might be a good time to convert to a Roth IRA, which can have attractive advantages,” writes Greg McBride for Bankrate.com. He continues: “Why trade in your traditional IRA? “A...
Oct 11, 2015 | Do You Know, Risk and Rewards, ROTH
“When you withdraw money from your investment accounts, the big question is: in what order? From taxable accounts first? Tax-deferred?” Good questions all, and in an excellent adviceiq.com piece headlined Which Accounts to Tap First? Sean Condon outlines some...
Sep 5, 2015 | 401k, Boomer Retirement, News, Pension Parameters, Retirement Plans, ROTH, Small Business Needs
Real estate, it’s often said, is about location, location, location. In the work force, it’s increasingly about benefits, benefits, benefits. And when it comes to benefits, as Paula Aven Gladych writes in an interesting benefitnews.com piece, a workplace-sponsored...
