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Schedule your free consultation with a divorce attorney-mediator at Main Line Family Law Center today. -------------------------------------------------------------------   [read post]
27 Feb 2019, 9:00 am by Victor Medina
I’m your host, Victor Medina, and I’m so glad that you can join us this Wednesday morning on another fun ride into the world of legal and financial retirement planning. [read post]
27 Jan 2012, 11:00 am by Lucas A. Ferrara, Esq.
The brewing retirement crisis cuts across racial, ethnic and gender lines. [read post]
14 Feb 2013, 7:48 pm by Nicholas Gebelt
        A Brief Digression The main issue in Kagenveama was whether a negative Form 22C DMI freed the above-median income debtor from having to complete a five-year plan – meaning the plan could be shorter. [read post]
21 Jan 2015, 8:51 am by Daniel Shaviro
  Optionality – pretax versus Roth – inherently makes retirement saving through the employer plans more attractive (although admittedly this might lead not just to increased true saving via substitution effects, but also reduced true saving via income effects).Anyway, the bottom line is that one can’t be sure the “rational adjustment” effect would actually show up here in the data. [read post]
26 Feb 2014, 9:01 pm by Neil H. Buchanan
How, then, can one explain this “baseline problem” in a way that is concrete, but that is not so extreme as to distract from the main point? [read post]
23 Jun 2016, 5:32 pm by Kelly Phillips Erb
In other words, you don’t pay income and payroll taxes on health benefits received through your job. [read post]
4 Jan 2010, 8:37 am by Greg Herman-Giddens
The Bottom Line Throughout your life, your estate plan will have to be altered at times due to tax changes and other events. [read post]
27 Oct 2018, 1:00 am by Victor Medina
Victor is a certified financial planner and retirement income specialist who can help you set the strategy with a unique planning process that centers on you. [read post]
30 Nov 2023, 7:58 am by Roger Stelk
Otherwise, collect documents such as bank statements, tax returns, health and life insurance information, investment account documents, retirement benefits, credit reports, deeds, mortgages, titles, and paperwork on lines of credit. [read post]
8 Mar 2021, 10:24 am by Eva Rosenberg
You took distributions from your IRA or retirement plans, knowing there would be no penalties. [read post]
8 Mar 2021, 10:24 am by Eva Rosenberg
You took distributions from your IRA or retirement plans, knowing there would be no penalties. [read post]
7 Apr 2022, 9:03 am by Janet Stewart Scalley
In the first installment of this series, we examined the following three special considerations: spousal support; access to health insurance; and adult children. [read post]
19 Feb 2011, 6:06 pm by Kelly
Investment income includes exactly what you’d think but excludes distributions from qualified retirement plans, including pensions and IRAs (meaning your retirement income won’t be surcharged despite which variation of this email you read). [read post]
7 Oct 2020, 12:27 pm by Ronald Mann
Pharmaceutical Care Management Association, which asks them once again to consider the extent of preemption under the Employee Retirement Income Security Act of 1974, commonly called ERISA. [read post]
12 Apr 2019, 2:35 pm by opseo
Social Security And Taxes Many senior citizens preparing for retirement may not realize that their Social Security income could be taxable under certain conditions. [read post]
18 Dec 2019, 4:00 pm
The new rules will apply to any disclosure document that a plan administrator is required to distribute broadly to retirement plan participants and beneficiaries under ERISA. [read post]