Retirement

What is a Roth IRA and Who Needs One?

03.27.2012 by Cherie 11 comments

The Roth IRA is a great retirement savings tool that has many features and benefits. Let’s explore some of the basics and reasons why a Roth IRA might be right for you or someone in your household.

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What Are 401k Hardship Distributions?

03.19.2012 by Tim 4 comments

We all know that withdrawing money early from your 401k isn’t always easy, not to mention that it is usually not a good idea! The IRS allows tax advantages for saving in a qualified retirement account so that you’re incentivized to save for your future.

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Donating Retirement Assets

03.01.2012 by Chris 4 comments

With the help of a skilled estate planner, you can set up a withdrawal process that minimizes or stretches out the tax burden. Here are some ideas for donating your retirement assets.

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5 Retirement Questions You Might Have Right Now

02.08.2012 by Tim 7 comments

The reality of retirement hits us at different stages of our life, but the questions always seem to be the same. Will I have enough? How should I be invested? Will I have to pay taxes? Get the answers you need.

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How to get a great return in your 401k – GS14

01.19.2012 by Bob 11 comments

This is one of the easiest ways to get a great return in your 401k during a recession (or anytime)…

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The Tax Treatment of Inherited IRA accounts

12.12.2011 by Jon 2 comments

Do you hate headaches? Well, you will probably get one if you inherit a traditional IRA. Why you ask? Well, the United States government has decided to create what I call the “labyrinth” of tax code for inherited IRAs.

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5 Reasons to Put Your Retirement Plans Ahead of Your Children’s College

12.08.2011 by Joe Plemon 32 comments

I recently spoke with a single mom who was planning to mortgage her paid for house in order to ease her children’s college burdens. Her logic? “I just can’t let them accumulate all of those student loans. What kind of a mother would?”

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Should You Pull Your Money From Your 401k?

11.04.2011 by Guest 7 comments

If you are fed up with the stock market and your 401k, I get it. The market has not been very friendly lately. But that doesn’t mean you should pull all your money from your 401k all together. If you’re considering giving up on your 401k, don’t. At least read these tips on what not to do, first.

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Does Fear Control Your Finances?

10.30.2011 by Kevin 12 comments

It could be said that we’re living in the Age of Fear when it comes to finances—it’s been a human lifetime since we’ve had such an intense combination of negatives occurring at the same time.

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Is Retirement Different for a Christian?

10.18.2011 by Kevin 12 comments

Retirement planning—the creation of a plan and pattern of savings that will help us create our own pot of gold at the end of the rainbow of life. We can think of it as our own gift to ourselves as a reward for a lifetime of hard work. The financial universe treats retirement planning and investing as something special, perhaps even putting it atop the personal financial food chain—if such a thing exists.

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← Previous Entries

Retirement

What is a Roth IRA and Who Needs One?

What Are 401k Hardship Distributions?

Donating Retirement Assets

5 Retirement Questions You Might Have Right Now

How to get a great return in your 401k – GS14

The Tax Treatment of Inherited IRA accounts

5 Reasons to Put Your Retirement Plans Ahead of Your Children’s College

Should You Pull Your Money From Your 401k?

Does Fear Control Your Finances?

Is Retirement Different for a Christian?

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