Monthly Archives: December 2008

IRS Increases the Amount you can Save in a Qualified Account for 2009

IRS Increases the Amount you can Save in a Qualified Account for 2009

I was on the IRS’ website today for a different research project (something associated with 403(b)s and the final reguations which become effective Jan 1, 2009 – if there is any interest in this info let me know and I”ll do a post) and I came along some great useful information for almost everyone. The…Continue Reading

Is Social Security Income an Asset? NO!

Is Social Security Income an Asset? NO!

I just read a very interesting article on Wall Street Journal Personal Finance Section, titled “Save Your Nest Egg, Hold on to Stocks” written by Mr. Zweig.  The article surrounds the idea that since your Social Security income stream can be turned into a present value number equivalent to a bond/annuity that it should count…Continue Reading