Tapping Retirement Funds in an Emergency?
Thursday January 29, 2009
It seems as though every morning I hear of another large company laying off thousands of employees. The many countless small businesses, also hurting, who have had to let ... Read More
Save More - Save Now
Friday January 23, 2009
It's the time of year when many folks begin to give up on their New Year's resolutions. While help for those trying to lose weight, learn English, or exercise ... Read More
What's better than the 401(k)?
Tuesday January 20, 2009
A recent Wall Street Journal story posed the question Do 401(k) plans still make sense?
With the months-long recession and bear market in full swing, it's no wonder many Americans have ... Read More
Free financial e-book by Suze Orman
Tuesday January 13, 2009
Whoever said "There's no such thing as a free lunch" apparently couldn't convince Oprah Winfrey or Suze Oman. Collaborating together, they have made Orman's new book "Suze Orman's 2009 ... Read More
No distribution required. Good idea?
Monday January 12, 2009
The government eliminated the 2009 minimum distribution requirement. (It did not waive it for 2008.) Folks over 70 1/2 who would otherwise be required to take funds from their qualified ... Read More
Long Term Care: Another Challenge From the Home and Stock Price Declines
Friday January 9, 2009
With home and stock portfolio values in rapid descent, millions of retirees are worth much less than just a few months ago (like the rest of America). While the ... Read More
2009 Retirement Plan Contribution Limits
Monday January 5, 2009
With financial New Year's resolutions not yet dropped by the wayside, now's a good time to review the increased 2009 retirement plan contribution limits:
Maximum 401(k) plan contribution: $16,500
Maximum catch-up provision ... Read More