Archive for the ‘IRAs, 401(k)s, 403(b)s, TSP(s)’ Category
Sunday, May 1st, 2005
Do you know where the beneficiary forms are to your individual retirement accounts? For that matter, do you know who are your IRA beneficiaries?
You may think you know, but when was the last time you checked? Has it been years? Did you even fill out the beneficiary form provided by ...
Posted in Estate Planning, IRAs, 401(k)s, 403(b)s, TSP(s) | No Comments »
Tuesday, February 1st, 2005
The IRS is easing some of the nightmare financial consequences of mishandled tax-free rollovers from individual retirement accounts and retirement plans but taxpayers need to remain vigilant to avoid unnecessary taxes and penalties.
A rollover occurs when you take money out of either an IRA or qualified retirement plan such as ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s) | No Comments »
Tuesday, February 1st, 2005
Millions of new teachers and health-care workers expected to be hired in the coming decade will need to become familiar with a retirement plan they may know little about: the 403(b), commonly called a tax-sheltered annuity.
403(b) plans are salary-deferral plans designed for teachers, college professors, health workers at nonprofit ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s), Retirement Planning | No Comments »
Saturday, January 1st, 2005
Your future Social Security payments might be smaller than expected?more than $300 a month smaller in some cases?and you might not even realize it.
Are you entitled to receive pension benefits from a job in which you pay no Social Security taxes, such as work for the federal government under the ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s), Retirement Planning | No Comments »
