Retirement
Retirement Savings Change Based on Income Projections
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…
Distribution Advantages for Spouse IRA Beneficiaries
Designating a spouse as a beneficiary of an IRA not only ensures they will have access to retirement accounts in the event…
Get Your Social Security Statement Online
Remember those statements you used to get every year from the Social Security Administration with your earning history and estimated benefits at…
Get Your Social Security Statement Online
Remember those statements you used to get every year from the Social Security Administration with your earning history and estimated benefits at…
Annual SSA Earnings/Benefit Statements Ceased
In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were…
2012 Retirement Account Contribution Limits
In IR-2011-103, the IRS announced the pension and other retirement account contributions limit. Certain limits are set for below: Qualified Plans: The elective deferral…
Duke’s OLLI Program to Offer Retirement Course
Local Financial Planner Janet Ramsey, MBA, CFP will be offering a course entitledWealth Planning in the New Normal, Navigating Retirement Decisions in…
IRS Announces 2011Retirement Plan Contribution Limits
Below is text of IR-2010-108 (emphasis added): IRS Announces Pension Plan Limitations for 2011 WASHINGTON — The Internal Revenue Service today announced cost of…
Is Your 403(b) Account Safe from Creditors?
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…
10 Things to Know Before You Retire
I created a few of the these “10 Things” lists myself, and this list provides some basic information on what to think about before…
