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Social Security 24 Aug 2013 | 02:28 am
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be appropriate to review a little bit about our social security benef...
Should I Play The Lottery? 22 Aug 2013 | 12:48 am
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the payouts and with recent ticket price increases, Powerball...
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2010 IRA Contribution Limits selfdirectedirastore.com 18 Apr 2011 | 04:45 pm
IRA Contribution Limits 2010 If you are below 50 years old at the end of 2010: The maximum contribution that you can make to a traditional or Roth IRA is $5,000 or the amount of your taxable wages for...
IRA Contribution Limits 2010 sepirablog.com 18 Apr 2011 | 04:19 pm
IRA Contribution Limits 2010 If you are below 50 years old at the end of 2010: The maximum contribution that you can make to a traditional or Roth IRA is $5,000 or the amount of your taxable wages fo...
Inherited IRAs Demystified cutyourtax.com 16 May 2011 | 06:00 pm
Since IRAs have become a popular retirement tool, it was only a matter of time before inherited IRAs become a common place. When the owner of an IRA passes away, the named beneficiary inherits the acc...
Fidelity Investments uses SEC directed trading ban as an excuse to make more money stockvalues.org 30 Oct 2010 | 03:26 am
Yesterday, I called Fidelity Investments with what I thought was going to be a simple request: to sell a bond from my taxable portfolio and concurrently buy it back into my IRA account. You would thin...
Differences Between Self-Directed IRA Custodians questira.com 11 Jun 2013 | 08:07 pm
Just as with your taxable investment accounts, you’ll need a self-directed IRA custodian to help you with your self-directed IRA. And just as you have many different choices for your investment broker...
Passing Down Your Self-Directed IRA to Your Heirs questira.com 21 Jun 2013 | 11:52 pm
When most people think about taking care of their heirs after they pass away, they think about drafting up a will, or perhaps naming beneficiaries in their life insurance policies. But there’s another...
Stretch IRA iraspecialist.com 1 Jul 2013 | 10:55 pm
Stretch IRA: A Handy Estate-Planning Tool A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death. Since the...
Interim Retirement Nestegg Report – I broke $300,000 myfinancialjourney.com 12 Jul 2013 | 06:23 pm
Taxable Account – $2,022.45 Traditional Rollover IRA – $21,071.82 My Roth IRA – $80,604.97 Wife Roth IRA – $46,118.18 149,817.42 Traditional 401k – $152,115.57 Total Retirement Nestegg – $301,932...
Your Spouse and your Roth IRA retirementplanning.lifetips.com 26 Aug 2013 | 05:00 am
Couples who are married and file joint returns are allowed to fund a Roth IRA for the non-working spouse. They must make sure that their Roth IRA contributions are less then the taxable compensation a...
