Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
October 2008: Individual Retirement Accounts and 401(k) Plans: Early Withdrawals and Required Distributions By Patrick Purcell – Specialist in Income Security – Domestic Social Policy
October 2007: Michigan Retirement Research Center: University of Michigan: How do Immigrants Fare in Retirement? by Purvi Sevak -Hunter College and Lucie Schmidt-Williams College. PDF
Social Science Research Network (SSRN): A Guide to Starting Social Security Benefits: Richard L. Kaplan :University of Illinois College of Law: Journal of Retirement Planning,
September 2008: Who Gets Retirement Plans and Why: The Investment Company Institute (ICI). Excerpt:Most workers who are likely to have the ability to save and
June 2008:The Center for Retirement Research at Boston College :“How Can We Improve Long-Term Care Financing?” by Howard Gleckman. “ The system for financing and
October 2007: Center for Retirement Research at Boston College: Why Do Married Men Claim Social Security Benefits so Early? Ignorance, Caddishness, or Something Else?:By Steven
June 2008:The Center for Retirement Research at Boston College :“How Can We Improve Long-Term Care Financing?” by Howard Gleckman. “ The system for financing and
August 2008: Center for Retirement Research at Boston College.Will People Be Healthy Enough to Work Longer? by Alicia H. Munnell, Mauricio Soto, and Alex Golub-Sass.
Definition The Internal Revenue Service (IRS) is the nation’s tax collection agency and administers the Internal Revenue Code enacted by Congress. In its role in
Definition The Internal Revenue Code, commonly referred to as the Tax Code as amended. Federal tax law begins with the Internal Revenue Code (IRC), enacted by
