Posts Tagged ‘withdrawals’
January 12th, 2010
(Tad Majerek) - Like most people, you’ve probably spent years building your retirement savings in an IRA by saving in a disciplined manner and investing to help it grow. If you’d like your children and grandchildren to benefit from your retirement savings, consider the benefits of a “stretch-out” IRA.
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Tags: 1 million, 45 years, beneficiaries, beneficiary designation, decades, grandchildren, heirs, income tax, ira assets, ira beneficiary, life expectancy, lifetime, minimum distribution requirements, required minimum distributions, retirement savings, roth ira, tax deferral, three ways, traditional ira, withdrawals
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| Posted in News and Opinion |
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January 7th, 2010
(Tad Majerek) - If you are like many investors, you most probably have been noticing and keeping up with the recent market fluctuations. During these times, you may be looking for opportunities to help protect your investments and possibly generate some income from your portfolio. The good news is there are several strategies investors can use to help increase the income generated from their investments and help protect your portfolio during turbulent markets. Let’s take a look at some of these strategies:
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Tags: benefits of diversification, diversified group, dividend paying stocks, dividend payments, etf, income source, income stream, interest income, interest payment, many different types, market fluctuations, maturity dates, payment dates, portfolio diversification, price appreciation, proper portfolio, stocks that pay dividends, turbulent markets, variable annuities, withdrawals
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| Posted in News and Opinion |
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September 25th, 2009
(Marcel Dupre) - If you are trying to take advantage of the down markets and you want to put away some money for your future, check out the Roth accounts. A Roth account can come in different forms as a Roth IRA, a Roth 401(k), and a Roth 403(b). Using a Roth is a no-brainer if you think tax rates will be higher in the future and your income will be the same or more later because in general, if you wait until retirement to take money out of a Roth, you won’t owe any taxes on your withdrawals.
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Tags: 401 k contributions, 403 b, brainer, contribution limits, government job, much money, regular ira, retirement plan clients, retirement savings, roth 401 k, roth ira, tax accounts, tax rates, withdrawals
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| Posted in Retirement |
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September 18th, 2009
(Mark Rogers) - Retirees over the age of 70 ½ have, prior to 2009, been required to withdraw a small percentage of their retirement accounts (401k, IRA's, etc.). This is the government's way of gaining tax revenues on money that had been growing for years tax deferred. The person taking the distribution was required to pay income tax, at their current tax rate, on any money withdrawn.
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Tags: 403b plans, extra income, income tax, income taxes, ira, legislation, money, required minimum distributions, retirement accounts, stock market, tax rate, tax revenues, withdrawals
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| Posted in Retirement, Taxes |
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September 15th, 2008
(Money Manager) - Planning for retirement can be both exciting and overwhelming. There are so many investment options out there, so how do you know where to start or what they all mean? This article will tackle one type of retirement investment, the Traditional IRA, and try to answer some common questions about it in order to familiarize you with the basics of this type of investment.
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Tags: certificates of deposit, deposit money, dividends, federal income tax, federal income taxes, financial institution, individual retirement account, initial deposit, investment firm, investment goals, investment options, mutual funds, paperwork, retirement investment, share value, stockbroker, tax benefit, traditional ira, wit, withdrawals
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| Posted in Money Manager 101, Retirement |
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September 15th, 2008
(Money Manager) - Roth IRA's have become a tremendously popular investment option for retirement, but what exactly is a Roth IRA? This article will tackle some common questions about the basics of Roth IRA's and clear up some of the confusion you may have.
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Tags: attractiveness, capital gains, certificates of deposit, confusion, distributions, dividends, federal income tax, income tax treatment, individual retirement account, individual retirement accounts, investment option, ira ira, mutual funds, roth ira, senator william roth, tax rates, taxpayer relief act, taxpayer relief act of 1997, type of ira, withdrawals
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| Posted in Money Manager 101, Retirement |
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September 15th, 2008
(Money Manager) - Coverdell Education Savings Accounts are a way to save money for college. Coverdell's provide special tax advantages not otherwise available through general savings. These accounts are governed by Section 530 of the Internal Revenue Code1 and are named for Senator Paul Coverdell, who sponsored the legislation that established these accounts in the tax code.
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Tags: adjusted gross income, beneficiary, code1, coverdell education savings, coverdell education savings accounts, custodian, education savings accounts, federal income tax, federal income tax return, grandchildren, grandparents, income tax return, internal revenue, life insurance contracts, magi, modified adjusted gross income, qualified education expenses, senator paul coverdell, special needs, withdrawals
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| Posted in Money Manager 101, Personal Finance |
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