retirement planning

4

Guide to elective deferrals and annual additions for a 403(b) plan

www.moneycation.com

An elective deferral is the part of an employee's income that is withheld for contribution to a 403(b) plan. This amount is considered pre-taxed income and does not become taxable until withdrawal.


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Moneycation's picture
2 weeks 2 days ago – Made popular 2 weeks 1 day ago
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5

Benefits of re-characterizing IRA distributions

www.moneycation.com

The reasons for recharacterizations vary, but if done for good reasons, recharacterizing of IRA contributions can outweigh the drawbacks allowing for several possible advantages in terms of financial and tax planning.


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Moneycation's picture
4 weeks 4 days ago – Made popular 4 weeks 2 days ago
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4

How to rollover a 401(k) into a rollover IRA

www.moneycation.com

Requirements for rolling over a 401(k) into an IRA, rollover options and effective tips for handling the process.


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Moneycation's picture
5 weeks 4 days ago – Made popular 5 weeks 1 day ago
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6

Retirement Planning: the Greatest Challenge is Getting Started

reachfinancialindependence.com

We all procrastinate—some of us more than others. I understand that at twenty-something, even at thirty-something, retirement is viewed as event so distant, a sense of urgency is difficult to muster … big mistake!


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rfindependence's picture
11 weeks 6 days ago – Made popular 11 weeks 4 days ago
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5

Illinois Named One of the Worst States for Retirement

pfinvest.blogspot.com

So, does this bad news mean that Illinois residents should just throw in the towel when it comes to retirement planning? No!


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LewisCPA's picture
17 weeks 1 day ago – Made popular 16 weeks 6 days ago
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5

Four Ways to Boost Your Retirement Contributions

blog.equifax.com

While you may not feel as though you have much extra money to save for retirement, the fact is you can boost your retirement contributions if you really want. Here are four strategies you can employ to increase your retirement savings:


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MMarquit's picture
17 weeks 5 days ago – Made popular 17 weeks 2 days ago
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4

Devil's Advocate: Is a Roth IRA Really the Best Tax Option?

www.taxdebthelp.com

One of the great things about our retirement account system is that you have the chance to receive tax benefits for setting money aside for the future. The great debate for retirement plans is between the Traditional IRA and the Roth IRA.


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MMarquit's picture
19 weeks 4 days ago – Made popular 19 weeks 1 day ago
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5

Retirement Planning: Don't Forget Health Care Costs

personaldividends.com

Many Americans are worried about health care costs during retirement, but, as a recent Fidelity survey indicates, they may not be worried nearly enough.


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MMarquit's picture
20 weeks 4 days ago – Made popular 20 weeks 1 day ago
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6

3 Ways to Win the Retirement Planning Game

www.dailyfinance.com

As a former stockbroker, John Schmoll has been asked often how to succeed at retirement planning. Here's how he usually replied.


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frugalrules's picture
21 weeks 4 days ago – Made popular 20 weeks 5 days ago
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6

4 Reasons To Start Saving for Retirement Now

www.biblemoneymatters.com

One of the tendencies we have as humans is to put things off. In the case of saving for retirement, you might think that you don’t have enough money to get started.


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MMarquit's picture
24 weeks 1 day ago – Made popular 23 weeks 5 days ago
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