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Retirement Planning Social Security Benefits Payee Rules

If someone receiving Social Security retirement, disability or supplemental security income benefits is institutionalized, or unable to handle his money, he may have a representative payee handle payments and expenses for him. Social Securi……

Retirement Planning How to Withdraw From a SEP IRA

Contributions to a SEP-IRA come directly from the employer. In fact, the company can put up to 25 percent of your salary into a SEP. When it comes to withdrawals, however, the rules are identical to those of a traditional IRA. All withdrawa……

Retirement Planning Who Is an IRA Transfer Custodian?

Individual retirement accounts, also referred to as IRAs, are a powerful savings platform for adults seeking to gain a stronger financial foothold for their retirement. IRAs exist outside the traditional workplace pension scheme, making the……

Retirement Planning Tax Implications for Transferring an IRA CD to a Regular CD

If you have retirement money invested in a tax-deferred individual retirement account (IRA), you may have some or all or some of those funds in certificates of deposit (CDs). Any shift of funds from an IRA CD to a regular CD held outside of……

Retirement Planning Why Have a Financial Planner Handle Retirement Money?

Retirement investments, accounts and holdings are a crucial element in ensuring that you have enough money to live on after you stop working. The financial stability that comes with properly managed and monitored retirement money can help y……

Retirement Planning Tax Breaks on IRA Deposits

Individual retirement accounts qualify for several tax benefits. Unlike employer plans, the contributions arent taken out of your paycheck, so you must proactively claim the tax breaks on your tax return. If you accidentally overlook the ta……

Retirement Planning Tax Guidelines for Seniors

The golden years should bring enough leisure time to enjoy life, as well as some useful tax benefits. Unfortunately, preparing the annual tax return will remain a necessary chore as your retirement rolls along. The tax laws do afford some a……