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BY GAIL MARKS JARVIS

Chicago Tribune
If you can barely scrounge up enough cash to pay the bills, saving for retirement might be relegated to your good-intentions list.
But with the nation deeply in debt and concerns mounting about Social Security and Medicare, Americans are going to need more than good intentions to secure their future. And your [...]

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JIM SANDAGER IS SENIOR VICE PRESIDENT, FINANCIAL ADVISER, OF WEALTH ENHANCEMENT GROUP AND HOST OF “YOUR MONEY” ON WHO-AM (1040) RADIO. • JANUARY 24, 2010

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The new year rings in a new financial planning strategy that could be right for many people: [...]

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The government is offering a tax-deferred window for those switching from a conventional IRA. But the tax break is not necessarily a good deal.

By Kathy M. Kristof Personal Finance
January 1, 2010
Responding to a widespread clamor for better access to Roth IRAs, the federal government is lifting some restrictions on them and giving a tax break [...]

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PAUL KATZEFF
INVESTOR’S BUSINESS DAILY
Posted 3/20/2008
You probably already are working on your 2007 tax return. You likely also are thinking about a strategy for 2008.
Keep in mind changes in tax rules concerning retirement accounts:
• Straight shot: Starting this year you can shift money directly from a 401(k) account to a Roth IRA.
That can help [...]

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by Aazdak Alisimo
An individual retirement account is familiar to most when it is referred to by its abbreviation IRA. What most people are not familiar with, however, are the strategies you can use to crank up your return on investment.
If you have an IRA, you need to invest the contributions in stocks, bonds or mutual [...]

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One of the recently tax strategies available in 2006 is the Roth 401k. The taxpayer could place up to $15,000 ($20,000 whenever age Fifty or even older) around a Roth 401k instead of a regular 401k project in 2006. a 401k project needs to stand the provision that allows contributions to last into a Roth [...]

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Planning for a comfortable retirement is one of the most important things that you can do. But because the laws are constantly changing and there are so many different options, many people just avoid the entire issue until it is too late. That approach was understandable a few generations ago. Then, companies didn’t offer pensions, [...]

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Many retirement plans such as 401(k)s and 403(b)s allow participants to borrow money from their retirement savings. While it is your money, there are many things you should consider before tapping into that retirement plan with a loan.
It is a Loan, Not Free Money
One of the most common mistakes people make is thinking that tapping [...]

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By MICHAEL DAVIDOFF

From the time we entered the workforce, we’ve learned how important it is to save for retirement. In fact, if we put $1,000 away for someone graduating from college today, it would be worth over $72,000 by the time they start collecting social security. (This assumes graduation at age 22, social security at [...]

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Trumbull, CT  06611

September 9 2007

Little noticed inside the pension community is a provision of the Pension Protection Act of 2006 that directly impacts reporting by tax-exempt organizations. What’s interesting is that required changes mandate important governance disclosures for churches and foundations and other non-profits. According to Guidestar.org, “Form 990-T was [...]

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