Key Numbers 2018
Key tax and retirement numbers and limits for the 2018 tax year
2017 Key Retirement Planning Numbers
Retirement Planning Key Numbers Certain retirement plan and IRA limits are indexed for inflation each year, but only a few of the limits eligible for [...]
Retirement Survey: Results Show Increasing Confidence With Planning
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement [...]
Simplified Rollover of After-Tax Dollars from 401(k) Plans
BackgroundHere's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, [...]
What you need to know about myRAs
1. What is a myRA?The myRA (rhymes with IRA) is a new workplace retirement savings account discussed by President Obama in the State of the [...]
ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
Retirement Provisions in the American Taxpayer Relief Act of 2012The American Taxpayer Relief Act of 2012 (ATRA), enacted to avoid the fiscal cliff, includes two [...]
In-Service Withdrawals: 401k withdrawals while you are still working
You should become familiar with the terms of your employer's 401(k) plan to understand your particular withdrawal rights (more...)
Financial Checklist for year-end, 2011
The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try [...]
IRA and Retirement Plan Limits for 2012
IRA contribution limitsThe maximum amount you can contribute to a traditional IRA or Roth IRA in 2012 remains at $5,000 (or 100% of your earned [...]
Cross-tested (new comparability) retirement plans
A new comparability plan is a qualified profit-sharing plan that can have more substantial contributions for favored employees (usually higher-paid workers and key employees). With [...]
Thinking of borrowing from your 401(k)?
With the current financial situation, you may be tempted to tap your 401(k). But before you decide to take a plan loan, be sure you [...]
Key Tax & Retirement Numbers (2011)
2011 Key Numbers Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and [...]
Defined Benefit Plans
If you'd like a retirement plan that guarantees a specified benefit level at retirement regardless of investment results, you may want to consider a defined [...]
The Roth 401(k)
The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer [...]
Basic Retirement Plan Options
Retirement Plans for Small Businesses If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting [...]