Retirement

Required Minimum Distributions to be Suspended?

Posted on: December 12th, 2008
This update is courtesy of Barry C. Picker, CPA: It looks as if Congress has passed, and sent to Pres. Bush, H.R. 7327; Worker, Retiree, and Employer Recovery Act of 2008, ...

Durham, NC Tops for Retirement

Posted on: September 12th, 2008
Black Enterprise magazine has named Durham as the best place to retire. Factors considered were quality on life, health care, taxes, leisure, arts and culture, and climate. Asheville ranked 11th....

SSA Has New Retirement Calculator

Posted on: July 24th, 2008
The Social Security Administration has a new calculator on its website called the Retirement Estimator. ...

IRS Allows Roth Conversions for Inherited Retirement Plans

Posted on: April 6th, 2008
In an unexpected announcement (Notice 2008-30), the IRS has stated that it will allow non-spouse beneficiaries of qualified plans (such as a 401(k), 403(b) or employer pension plan) to convert those funds directly to a Roth IRA. ...

Retiring? This Study May Make You Think Twice!

Posted on: March 19th, 2008
A Greek study reported this month in the American Journal of Epidemiology found that retired persons had a greater death rate than employed persons of the same age. ...

2008 Pension Limits Announced by IRS

Posted on: October 18th, 2007
Maximum deferral limits for 401(k) and 457 plans remain at $15,500. The limit for defined contribution plan increases to $46,000, while the SIMPLE limit is $10,500. See IRS News Release IR-2007-171 for full details....
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