Early Retirement Withdrawals and Your Taxes
Withdrawing money from a qualified retirement plan or IRA is tempting when you’re in need of money for medical bills, home… READ MORE
Retirement
What is the Better College Savings Plan: The 529 or the Roth IRA?
As a parent, setting aside money for your child’s higher education could be an important part of your ongoing financial… READ MORE
Tips on Planning for Retirement
The amount you need to save for retirement and how quickly you need to do so depends on several factors, like the age when you… READ MORE
10 Things to Ask Yourself Before Retiring Abroad
Do you have your retirement planned out? A lot of people get so busy with their lives that they forget to think about what their… READ MORE
Make IRA contributions before Tax Day
By Zina Kumok
Investing in a retirement account is arguably one of the smartest ways you can use your money. And while it  READ MORE
How do life events affect my tax return?
Life brings many surprises. Your tax return shouldn’t.
Many important events in your life during the past year may have… READ MORE
Many Retirees Face April 1 Deadline to Take Required Retirement Plan Distributions
The Internal Revenue Service reminds taxpayers who turned 70½ during 2014 that in most cases they must start receiving… READ MORE
Learn 4 Things You Can Do This December to Cut Your 2013 Tax Bill
Your end of the year to-do list may be long with parties, shopping and surviving the holiday season – but consider… READ MORE
Retirement Plans Can Make Loans Or Hardship Distributions to Sandy Victims
The Internal Revenue Service announced on November 16, 2012, that 401(k)s and similar employer-sponsored retirement… READ MORE
401k Contribution Limits for 2013
On October 18, 2012, the IRS announced the cost of living adjustments affecting dollar limitations for pension plans and… READ MORE