7 Things You Need to Know About Retirement Financial Advice
“ 2012 Pension Research Council Symposium dinner keynote address given by Harold Evensky on the topic “7 Things You Need to Know About Retirement Financial
Advisor Retirement Planning Resources
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.
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RMDs for Multiple Retirement Accounts
RMD Aggregation Rules If you have multiple retirement accounts, you might be able to take the required minimum distribution (RMD) for multiple of those accounts
Definition of Retired- Rehired After one day voids retirement PLR 201147038
Requested a ruling: As to whether allowing participants who are eligible for subsidized early retirement benefits to “retire” on one day in order to qualify
Social Security Benefits Increase in 2012
Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 60 million Americans will increase 3.6 percent in 2012. The 3.6 percent cost-of-living
Retirement Assets Total $17.5 Trillion in Fourth Quarter 2010
“Total U.S. retirement assets were $17.5 trillion as of December 31, 2010, up 5.2 percent in the fourth quarter of 2010 and up 9.1 percent
Tax Tip: IRS Form 1099-R
Tax Tip: IRS Form 1099-R is used to report distributions that occur from IRAs , qualified employer plans , 403(b) accounts and Governmental 457(b) plans
Gym fees may be deductible medical expenses
You may be able to deduct the gym fees as a medical expense if you can establish that: A physician diagnosed you with a specific
Deadlines Extended to Restate Certain Retirement Plans in Eight States
The Internal Revenue Service is providing administrative relief for sponsors of defined contribution plans, such as section 401(k) plans, that were affected by the storms
Notice 2010-48:Relief to Sponsors of Pre-Approved Defined Contribution Plans
Notice 2010-48 provides relief to sponsors of defined contribution pre-approved plans (i.e., master and prototype (“M&P”) and volume submitter (“VS”) plans) affected by recent federally
IRS Issues Ten Tips for Taxpayers Contributing to an Individual Retirement Account (IRA)
IRS Tax Tip 2010-61 ( source www.irs.gov) Added April 4, 2010 If you haven’t made all the contributions to your traditional Individual Retirement Arrangement that
