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1 May 2023, 3:00 pm by MOYNIHAN LYONS PC
This includes IRAs, 401(k)s, annuities, and similar accounts. [read post]
25 Dec 2022, 11:50 pm by karp
  Roth 401(k) RMD’s Eliminated    Until now, if you had a Roth 401(k), you were required to take minimum distributions during your lifetime. [read post]
We know that COVID-19 has increased the retirement gap, and new data from Kiplinger show the extent of this impact: 60% of Americans withdrew funds from their individual retirement account (IRA) or 401(k) in 2020. [read post]
11 Oct 2020, 10:44 am
The pandemic is affecting colleges in general as cited in Kiplinger’s Personal Finance. (5 Ways College is Changing. 9/2020, p. 44) There is lower enrollment as families struggle through the recession, tighter budgets as student revenue decreases, federal and state funding cuts, and declining government budgets. [read post]
9 Jan 2020, 3:28 am by Kellie McTammany
While this is a positive for lifetime income, the bill also lessens and even removes some of the fiduciary requirements to vet insurance companies and their financial products before allowing them into your 401(k) plan. [read post]
5 Dec 2019, 3:06 am by Kellie McTammany
</p> </div> <div style="padding-top:0px;padding-bottom:0px;margin-top:0px;margin-bottom:35px;" data-rss-type="text"> <p style="margin:0px;"> If you are over the age of 50, you can contribute an extra 1,000 dollars annually to your IRAs and an additional 6,000 dollars to 401(k)s up until the age of 65, according to  <a href="https://www.kiplinger.com/"… [read post]
26 Sep 2017, 10:00 am by Kyle Krull
Created by the Obama administration, the myRA was designed to help people without employee-sponsored 401(k)s invest for retirement. [read post]
5 Sep 2017, 10:00 am by Kyle Krull
Reference: Kiplinger (July 2017) “The 7 Most Common 401(k) Mistakes to Avoid” [read post]
27 Jun 2017, 10:00 am by Kyle Krull
Reference: Kiplinger (June 2017) “6 Answers to Your 401(k) Questions” [read post]
6 Jun 2017, 10:00 am by Kyle Krull
Reference: Kiplinger (May 2017) “Why Wait Until You Retire to Take Control of Your 401(k)? [read post]
1 May 2017, 10:00 am by Kyle Krull
Reference: Kiplinger (April 7, 2017) “The Trouble with Target-Date Funds in Retirement” [read post]
24 Mar 2017, 10:00 am by Kyle Krull
Do you receive health insurance, life-insurance and employer-matched 401(k) contributions? [read post]
6 Mar 2017, 10:00 am by Kyle Krull
Reference: Kiplinger (February 3, 2017) “Deducting an IRA Contribution on Your Tax Return” [read post]
21 Sep 2016, 9:45 am by Marsha Tesar
Reference: Kiplinger's (May 2016) "When You Can Tap a 401(k) Early With No Penalty" [read post]
15 Sep 2016, 9:39 am by Kyle Krull
Reference: Kiplinger’s (August 2016) “What Happens to Your 401(k) When You Die – Like It or Not” [read post]
9 Sep 2016, 10:00 am by Kyle Krull
If you are self-employed, you can make tax deferred contributions to your solo 401(k), but you must take RMDs if you are 70½. [read post]