Benefits

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October 30, 2015 

5 Need-to-Know Retirement Pointers

In recent years, retirement planning has received plenty of attention. In 2011, the first of the baby boomers reached what used to be known as retirement age. That kicked off an 18-year run for boomers, who’ll be turning 65 at a rate of about 10,000 ...

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October 29, 2015 

What’s the Best Time to Start Drawing Social Security?

The federal government allows retirees to start drawing Social Security as early as age 62, a feature that more than 40 percent of Americans take advantage of as they gladly draw from the system they spent a lifetime paying into.

 How to Collect Tax Benefits for Business Bad Debts

October 28, 2015 

How to Collect Tax Benefits for Business Bad Debts

From a business perspective, there’s practically nothing worse than providing goods or services to a customer or client and not getting paid. Or maybe you’ve made loans to vendors or suppliers that haven’t been repaid. It can take a long time to get ...

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October 20, 2015 

Retirement and Healthcare Costs Top List of Financial Fears

Money talk can be so scary that 59 percent of Americans would rather discuss "the birds and the bees" with a stranger than their personal financial situation (39 percent). This is especially true of women, as 63 percent share this preference compared ...

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October 14, 2015 

How to Convert “Just Enough” to a Roth IRA

Generally, contributions to a traditional IRA may be wholly or partially tax-deductible, especially in the earlier part of your career, but distributions are taxed at ordinary income rates reaching up to 39.6 percent. In addition, you must begin ...

 IRA Tax Strategies for Dealing with an Unpredictable Market

October 8, 2015 

IRA Tax Strategies for Dealing with an Unpredictable Market

The stock market's drop in recent months has no immediate tax effect on the moneys of pre-retirement-age taxpayers whose traditional or Roth IRAs are invested in stocks and mutual funds. That's because neither losses nor gains are recognized within ...

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