PAPERWORK, PAPERWORK (Wed Feb 15th, 2006 01:26:18 AM, by Ken Morris) PAPERWORK, PAPERWORK Recent changes to the tax laws and the required minimum distribution rules have made reviewing beneficiary designations for Individual Retirement Arrangements (IRAs) and qualified retirement plans (e.g. 401(k)) a high prior...
TEN THINGS YOU MIGHT NOT HAVE KNOWN ABOUT SOCIAL SECURITY (Wed Feb 15th, 2006 01:25:51 AM, by Ken Morris) TEN THINGS YOU MIGHT NOT HAVE KNOWN ABOUT SOCIAL SECURITY Social Security is a lot like the ozone layer--we all know it’s there now and we count on it being there in the future. Yet most people don’t know much more about it than that. Here’s ...
The ABCs Of Stock Options (Wed Feb 15th, 2006 01:22:39 AM, by Ken Morris) The ABCs Of Stock Options As a performance incentive many companies are starting to offer employees the “option” to buy company stock as a part of their compensation packages. These “options” are referred to as stock options and they provide a...
Retirement Myths (Wed Feb 15th, 2006 01:22:33 AM, by Ken Morris) Retirement Myths It is an unfortunate fact that many Americans spend less time planning for their retirement than planning for their vacations. All it takes is intelligent planning – and a clear understanding of the myths that hinder us from b...
What Roth Hath, Traditional Hath Not (Wed Feb 15th, 2006 01:22:24 AM, by Ken Morris) What Roth Hath, Traditional Hath Not The Taxpayer Relief Act of 1997 introduced a new Individual Retirement Account (IRA) called the Roth IRA. The primary inducement to make contributions to the new Roth IRA is that distributions are tax-free ...
Don’t Knock Taking Your Employer Stock (Wed Feb 15th, 2006 01:22:10 AM, by Ken Morris) Don’t Knock Taking Your Employer Stock Given the growth of employee-employer savings to meet retirement goals, it is not uncommon for employees to have a significant amount of employer stock in their qualified retirement plans. When it comes t...
RETIREMENT PLAN SECURITY INSPECTION (Wed Feb 15th, 2006 01:22:02 AM, by Ken Morris) RETIREMENT PLAN SECURITY INSPECTION Given recent events in the news, many employees have begun wondering what would happen to their 401(k) dollars if their company were to go into bankruptcy, out-of-business, or was merged or acquired by anothe...
The Value of a Construction Inspection (Sat Feb 11th, 2006 02:16:05 PM, by Roselind Hejl) Buyers of re-sale homes almost always have their homes inspected by a professional inspector. Buyers of new homes, however, often do not take this important step. There are several reasons for this: The buyer is getting a brand new home, and ...
Does the Early Bird Get the Worm? (Sat Feb 11th, 2006 01:54:45 PM, by Ken Morris) DOES THE EARLY BIRD GET THE WORM? When people plan and invest for retirement, the decision of when to begin taking Social Security benefits eventually comes up. Social Security is an important source of retirement income for many individuals...
Retirement Tax Havens (Sat Feb 11th, 2006 01:52:48 PM, by Ken Morris) RETIREMENT TAX HAVENS Financial planning is really life planning. Choosing a home, particularly a retirement home, involves many factors. With state and local taxes on the rise, retirees should look closely at tax matters when formulating t...
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