Retirement

Get Your Social Security Statement Online

Posted on: May 16th, 2012
Remember those statements you used to get every year from the Social Security Administration with your earning history and estimated benefits at retirement? Well, most of us will no longer receive them. ...

Annual SSA Earnings/Benefit Statements Ceased

Posted on: November 14th, 2011
In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were not receiving Social Security or Medicare benefits. The statement listed a worker’s earnings record along with estimated benefit amounts at various retirement ages. ...

2012 Retirement Account Contribution Limits

Posted on: October 21st, 2011
In IR-2011-103, the IRS announced the pension and other retirement account contributions limit. Certain limits are set for below: Qualified Plans:...

Duke’s OLLI Program to Offer Retirement Course

Posted on: December 27th, 2010
Local Financial Planner Janet Ramsey, MBA, CFP will be offering a course entitledWealth Planning in the New Normal, Navigating Retirement Decisions in Rough Waters as part of Duke University’s OLLI program. ...

IRS Announces 2011Retirement Plan Contribution Limits

Posted on: November 3rd, 2010
IRS Announces Pension Plan Limitations for 2011 WASHINGTON — The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2011. ...

Is Your 403(b) Account Safe from Creditors?

Posted on: October 29th, 2010
403(b) plans are employee-funded retirement savings plans offered by educational institutions and 501(c)(3) charitable organization. While the plans of private schools are automatically covered by the Employer Retirement Income Security Act 0f 1974 (ERISA), public schools and universities are exempt. ...
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