IRA and Retirement Plan Limits for 2015
The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.
The Use of Trusts as a Beneficiary for Your Retirement Accounts
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.
Know the Rules before You Break Open Your Retirement Piggy Bank
Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.
How Hands-On Are You With Your Retirement?
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
Deadline Approaching for Undoing a 2013 Roth IRA Conversion
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
Q&A Time: Diebold, NCR Corp., Duration, the Future of the Healthcare Sector and More
The “Money Talks” hosts address listeners’ questions on Amazon-proof retailers, ATM manufacturers, and what it means when a spouse wants to invest on her own.
Contributing to an IRA and a 401(k)
The hosts of “Money Talks,” explain the rules for contributing to both an IRA and a 401(k). They also discuss why you would want to contribute to both and how to determine if your IRA contributions qualify for a tax deduction.
Q&A Time: Wal-Mart’s Growth, Retirement Plan Contributions and Dollar Stores
The “Money Talks” hosts answer listeners’ questions on IRA and 401(k) contributions and the dollar stores.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.