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The recent Pension Protection Act offers good news for the non-spouse beneficiary of a 401(k). It is now possible to arrange a trustee-to-trustee transfer of an inherited 401(k) to an inherited IRA. This is great news for the consumer, and... |
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Many peopleâ€"perhaps youâ€"feel they cannot afford to save for retirement. The truth is you may very well be able to afford to save, but you don’t realize it. That’s right. I am going to present a rationale to persuade you to contribute more... |
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Clint Eastwood playing “Dirty Harry” warns, “A man’s got to know his limitations.” This advice is particularly appropriate for financial planners and advisors who are giving advice beyond their expertise. Though I am biased because I have... |
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Do you work for a small business or for yourself and want to know if you will be safe and secure when you retire? Small businesses or self-employed individuals can provide benefits so you or the individual can have peace of mind. They can set up... |
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Once more, “baby boomers” are contravening the rules. This significant group has bumped traditional retirement off its precedence. While retirees before flee to Leisure Worlds, boomers are considering what to do in the next phase and where.... |
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The Pension Protection Act, signed into law on August 17, 2006, is designed to address the nation-wide problem of under-funded pension plans. The law penalizes noncompliant companies and encourages employee contributions, but many of the changes... |
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Do you have a retirement plan? Most people do. And if you do, what is your Retirement Plan? Few years a go, I was a member of a multi-national MLM company and was one the many speakers in their regional convention. The guest speaker was a lady; an... |
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