Retirement | Planning | Calculator

Home / Personal Finance / Financial Planning / Retirement

Monday, October 12, 2009

Attention Seniors: IRS Allows Rollback of RMDs
The problem is, the tax code specifically says that required minimum distributions can never be “rolled over,” that is, re-deposited into a retirement account- either the same or a different one.
Monday, August 24, 2009

A Tricky Twist to Roth Conversion Math
Converting an IRA to a Roth requires that you pay income tax on any contributions that you were able to deduct as well as the earnings your investments have generated up to now. However, this isn’t an all-or-nothing proposition. If you prefer, you can convert just some of your non-Roth assets.
Friday, August 14, 2009

Lack of Inflation Means No Rise in Social Security Benefits
While Friday’s report on the CPI was benign -- no change in the overall price index and a modest change in the “core” index -- it nonetheless could be a downer to millions of people collecting Social Security payments
Monday, July 27, 2009

The Hidden Reason for All Those Mortgage Defaults
One out of four homeowners defaulting on their mortgage today is doing so, especially when their house is worth less than the balance on the loan.
Monday, June 01, 2009

Job Insecurity Triggers Early Social Security
The Number of individuals claiming Social Security is up sharply- higher than what was forecast