Social Security Benefit Increase for 2012
For the first time in two years, Social Security benefits will increase in January 2012. The increase in benefits is set at 3.6%. The 3.6 percent cost-of-living adjustment (COLA) will begin with...
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2012 Bend Points for Social Security Retirement
Image via Wikipedia For those of you who aren’t quite up to snuff on the carnage that makes up the Social Security retirement benefit calculation, there are a couple of figures that are important to...
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What If My Employer Doesn’t Match My 401(k) Contributions?
Should I continue to make contributions to my 401(k)? Is there something else that I should make contributions to instead? As you may recall, the recommended order for retirement savings contributions...
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IRS Cracking Down on IRA Rules
It seems that some of the rules the IRS has put in place with regard to IRAs have not always been watched very closely – and the IRS is stepping up efforts to resolve some of this. According to the...
View ArticleClik here to view.
The 403(b) and 457(b): A One-Two Punch for Retirement
Many non-profits, public schools, universities, state governments have access to either a 403(b) or a 457(b) retirement plan. Both the 403(b) and the 457(b) are retirement plans that these...
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Retirement Plan Contribution Limits for 2013
The IRS recently published the new contribution limits for various retirement plans for 2013. These limits are indexed to inflation, and as such sometimes they do not increase much year over year,...
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A Few Facts to Know About Retirement Plan Contributions
As we near the tax filing deadline, there are a few things you need to be aware of as you consider your retirement plan contributions for tax year 2012 (or whatever the prior tax year is, if you’re...
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3 things you can do if you’ve filed for Social Security benefits too early
It’s too early for the beach (Photo credit: c@rljones) I often hear from people who, for whatever reason, decided to file for their Social Security retirement benefit immediately upon reaching 62 (or...
View ArticleClik here to view.
Retirement Plan Contribution Limits for 2014
United Way tax prep volunteers help hard-working families avoid tax prep fees (Photo credit: United Way of Greater Cincinnati) The IRS recently published the new contribution limits for various...
View ArticleClik here to view.
Important Tax Numbers for 2015
For 2015 the IRS has given the new limits regarding retirement contributions as well as estate and gift tax exemptions. Regarding retirement contributions employees may now defer $18,000 annually to...
View ArticleClik here to view.
2012 Bend Points for Social Security Retirement
Image via Wikipedia For those of you who aren’t quite up to snuff on the carnage that makes up the Social Security retirement benefit calculation, there are a couple of figures that are important to...
View ArticleClik here to view.
What income is used for the Annual Earnings Test?
Photo credit: jb If you’re receiving Social Security retirement benefits and you’re under Full Retirement Age (FRA), you may be subject to the Annual Earnings Test. This is a test to see if you’re...
View ArticleClik here to view.
What If My Employer Doesn’t Match My 401(k) Contributions?
Should I continue to make contributions to my 401(k)? Is there something else that I should make contributions to instead? As you may recall, the recommended order for retirement savings contributions...
View ArticleClik here to view.
IRS Cracking Down on IRA Rules
It seems that some of the rules the IRS has put in place with regard to IRAs have not always been watched very closely – and the IRS is stepping up efforts to resolve some of this. According to the...
View ArticleClik here to view.
The 403(b) and 457(b): A One-Two Punch for Retirement
Many non-profits, public schools, universities, state governments have access to either a 403(b) or a 457(b) retirement plan. Both the 403(b) and the 457(b) are retirement plans that these...
View ArticleClik here to view.
Retirement Plan Contribution Limits for 2013
The IRS recently published the new contribution limits for various retirement plans for 2013. These limits are indexed to inflation, and as such sometimes they do not increase much year over year, and...
View ArticleClik here to view.
A Few Facts to Know About Retirement Plan Contributions
As we near the tax filing deadline, there are a few things you need to be aware of as you consider your retirement plan contributions for tax year 2012 (or whatever the prior tax year is, if you’re...
View ArticleClik here to view.
3 things you can do if you’ve filed for Social Security benefits too early
It’s too early for the beach (Photo credit: c@rljones) I often hear from people who, for whatever reason, decided to file for their Social Security retirement benefit immediately upon reaching 62 (or...
View ArticleClik here to view.
Retirement Plan Contribution Limits for 2014
United Way tax prep volunteers help hard-working families avoid tax prep fees (Photo credit: United Way of Greater Cincinnati) The IRS recently published the new contribution limits for various...
View ArticleClik here to view.
Important Tax Numbers for 2015
For 2015 the IRS has given the new limits regarding retirement contributions as well as estate and gift tax exemptions. Regarding retirement contributions employees may now defer $18,000 annually to...
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