Deadline Approaching for Undoing a 2013 Roth IRA Conversion
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
Q&A Time: Diebold, NCR Corp., Duration, the Future of the Healthcare Sector and More
The “Money Talks” hosts address listeners’ questions on Amazon-proof retailers, ATM manufacturers, and what it means when a spouse wants to invest on her own.
Contributing to an IRA and a 401(k)
The hosts of “Money Talks,” explain the rules for contributing to both an IRA and a 401(k). They also discuss why you would want to contribute to both and how to determine if your IRA contributions qualify for a tax deduction.
Q&A Time: Wal-Mart’s Growth, Retirement Plan Contributions and Dollar Stores
The “Money Talks” hosts answer listeners’ questions on IRA and 401(k) contributions and the dollar stores.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
Social Security Disability Benefits
The amount of your monthly disability check is based on your average lifetime earnings.
Contributing to both an Individual 401(k) and a 401(k)
The hosts of “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, and Matt Hames, CTFA, discuss the overall 401(k) contribution limits. They describe the contributions limits for both salary deferral and profit-sharing contributions, and the best way to maximize your investment.
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.