Retirement
General retirement investing involves using standard vehicles to put aside money for non-working years. Ideally, retirement investments will offer tax-free earnings or at least tax deferments until the time of withdrawal. The idea behind retirement investing is to bolster available income in post-employment years to go beyond Social Security and even pensions.
General retirement investing vehicles can vary greatly. Those that can offer tax breaks include 401ks and IRAs. Other investments may also be used to augment retirement savings and available income.
Finance your Business or Franchise with your IRA or 401k - No Tax Penalties
Finance your Business or Franchise with your IRA or 401k - No Tax Penalties
401 k
Your plan administrator is responsible for reporting your 401k to the IRS when it is established. You
»
401k Info: Can't Find Your Plan with an Ex-Employer?
...
401k Information to Have During an Audit
...
more »
Estate Planning
Preparing a transfer on death is a simple way to ensure that the appropriate party receives your
»
How to Leave Property to Non-Relatives in a Will
...
5 Unorthodox Will Beneficiaries
...
more »
IRAs
There are several new rules for an IRA conversion from a traditional to a Roth account starting in
»
Correcting for Modified AGI on Your IRA
...
The IRA Account's Closing Process
...
more »
Living in Retirement
Luxury retirement communities have grown in number due to increased demand in the past few decades. Today,
»
Senior Mobile Home Parks' Common Expenses
...
How to Calculate Your Required Minimum Distribution
...
more »
Retirement Planning
You are eligible to receive Social Security retirement benefits when you reach age 62. However, this is
»
The Employee Retirement Income Security Act
...
Luxury Retirement Communities: Could You Afford Them?
...
more »