Retirement

Roth Rules for Retirees: When to Rollover

9:00 am, November 12, 2009

To rollover or not to rollover: That’s the question for millions of people who change jobs or retire in any given year.

retirement

Pension Plus 401k: Best of Both Worlds?

2:30 pm, November 10, 2009

There are some alternatives to a 401(k) or a pension plan. One that may be available in January offers a pension-like retirement benefit and a 401(k).

IRA

The IRA Requirement You Can Skip

9:18 am, November 04, 2009

Investors over 70 can opt out of the required minimum distribution this year. Is this the best option for you?

IRA

Roth Rules for Retirees: Prepare for Conversion

10:51 am, November 03, 2009

It could pay to keep a chunk of cash on the sidelines this year. You may want it to convert a traditional IRA or similar plan to a tax-free Roth IRA.

retirement

Another $10K Hit to Your Social Security?

11:45 am, October 27, 2009

The government won't give cost of living increases next year, eroding the effect of compound interest.

retirement

Best Places to Un-Retire

11:02 am, October 23, 2009

No one wants to give up their retirement, but if you have to, this is how.

retirement

Retire Now or Later?

6:40 am, October 21, 2009

How can you best take advantage of Social Security retirement payments?

savings

You Need $338,000 to Retire

11:30 am, October 15, 2009

If you’re itching to retire, let’s hope you’ve been saving your pennies, because life after work ain’t cheap.

government initiatives

Cost of Living Increase Nixed for Social Security

9:53 am, October 15, 2009

There will be no cost of living increase for Social Security recipients next year, the first year without a raise since automatic adjustments were adopted in 1975.
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