IRA Contribution Limits
March 10th, 2010
Learn the amount of the spousal IRA annual contribution limits.
Archive
Archive for the ‘Retirement Insights’ Category
Borrow from Social Security?
February 21st, 2010
Learn how an unusual quirk in Social Security allows retirees to take an interest-free loan from Social Security.
Your Safe Withdrawal Rate
February 13th, 2010
What is the real safe withdrawal rate? Many experts feel withdrawing 4% of your initial retirement account balance, then adjusting annually for inflation is the right amount. But such a straightforward approach does leave us with some pretty illogical conclusions. Learn what to consider when contemplating what you can afford to spend in retirement.
The Saver's Credit
February 3rd, 2010
An often overlooked tax credit, the Retirement Saver’s Credit could help you save for retirement with help from the government. Are you eligible?
How to Save for Retirement
January 31st, 2010
To save for retirement, learn and follow these four simple steps.
Life Insurance In Retiremenet
December 27th, 2009
Have you ever wondered "Do I need life insurance during retirement?" Find out the answer and, quite possibly, save some money in the process.
Retirement Planning Stories
December 19th, 2009
Since the year 2000, the retirement planning landscape has undergone some dramatic changes. Learn the five biggest retirement planning stories of the last decade.
Non Deductible IRA
December 13th, 2009
Due to certain income limits, not every worker is eligible to make a deductible contribution to a regular IRA. A subset of this group may be permitted to make a contribution to a Roth IRA. Still others will be prohibited from doing either. Enter the non-deductible regular IRA contribution. Learn the ins, outs, and implications of a non-deductible IRA contribution.
Spousal IRA FAQs
December 12th, 2009
Spousal IRAs often lead to various questions about topics including contribution limits, Roth IRAs, and joint IRAs. Read the article to get all of your spousal IRA questions answered
Roth IRA Conversions in 2010
November 25th, 2009
Roth IRA conversions are available for all taxpayers, beginning January 1, 2010. Previously, those with modified adjusted gross income exceeding $100,000 or who were married but filed separately were not allowed to convert. Learn the implications of the removal of the income cap.