Retirement Accounts Vulnerable to Back Taxes

Posted on: October 24th, 2013
Tax shelter for long-term savings is one of the features that attract people to Individual Retirement Accounts (IRAs). Once certain age requirements are met, distributions from IRAs are penalty-free, and Roth IRA distributions are tax-freeā€”as opposed to taxable Traditional IRA distributions, since contributions to these retirement accounts are made with pre-tax dollars. ...

Interest Rates and Retirement in North Carolina

Posted on: October 1st, 2013
North Carolina is consistently rated a top place to retire in national reports, and this year the Tar Heel State became even more attractive with the repeal of the North Carolina estate tax. ...

What if Stretch IRAs are Lost?

Posted on: August 6th, 2013
Stretch IRAs have been a popular tool for preserving wealth for future generations as distributions are tax-deferred. However, the Obama Administration has proposed disallowing stretch IRAs....

3 Steps to a Better Retirement Plan

Posted on: June 26th, 2013
What is your ideal retirement? Everyone takes their own strategy toward retirement, but generally individuals try to create a retirement plan that will provide enough money to care for themselves while affording them the means to do the things they enjoy. ...

Retirement Savings Change Based on Income Projections

Posted on: May 17th, 2013
The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. ...

Distribution Advantages for Spouse IRA Beneficiaries

Posted on: May 5th, 2013
Designating a spouse as a beneficiary of an IRA not only ensures they will have access to retirement accounts in the event their partner passes away, but it offers them unique advantages to which non-spouse beneficiaries are not entitled....
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