• The Spousal IRA Opportunity

    Posted On:

    01/24 at 12:27 PM

    How to keep stay-at-home parents and other nonworking spouses on their own retirement savings track. ... Read More

  • Key Retirement and Tax Numbers for 2017

    Posted On:

    12/23 at 09:55 AM

    Here are few of the key 2017 IRS cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. ... Read More

  • Is an IRA Right for You

    Posted On:

    12/05 at 12:33 PM

    Information on Roth and Traditional IRAs ... Read More

  • Playing Catch-Up with Your 401(k) or IRA

    Posted On:

    11/17 at 03:15 PM

    If you're 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career. ... Read More

  • Should I Accept My Employer’s Early-Retirement Offer?

    Posted On:

    10/01 at 02:58 PM

    The right answer for you will depend on your situation. ... Read More

  • GenX Turning 50 - Where are Your 401ks

    Posted On:

    06/01 at 10:16 AM

    The first of GenX are beginning to turn the big 5-0. It is important to look ahead and ensure the GenXers are financially prepared to enter their retirement. Are your 401(k)s in order? ... Read More

  • Saving for Retirement with 401K’s

    Posted On:

    08/08 at 04:14 PM

    The 401(k) is an employer-sponsored retirement savings plan named for chapter 401, subsection k, of the 1978 Internal Revenue Code that allows you to set aside funds, pre-tax, from your paycheck. With a 401(k), you control how your money is invested. Most plans offer a spread of mutual funds composed of stocks, bonds and money market investments. Target-date funds, which combine stocks and bonds that gradually become more conservative as you near retirement, are popular options. ... Read More

  • Saving for Retirement with Annuities

    Posted On:

    08/08 at 04:13 PM

    Now, let's discuss another potential retirement option. Annuities are insurance and investment products that help you save, protect what you've saved or produce a steady stream of income. There are two basic types: Deferred Immediate ... Read More

  • Saving for Retirement with IRA’s

    Posted On:

    08/08 at 04:10 PM

    IRAs were created to help ensure that people who earn taxable compensation — especially those not covered by an employer's pension or retirement plan — can retire comfortably. Built-in tax advantages ensure that IRA earnings compound far more rapidly than regular savings accounts. More than one type of IRA is available. Click on the links below to learn about the: ... Read More