Qualified/Retirement | My Journey to Millions

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Reader Question – Inheriting Trusts & IRAs

I recently received a question from a reader, who I will refer to as TPS. TPS contacted me through my contact me page – if you have a question feel free to use it!

TPS seems to be very confused, so rather than just answer the question I will post it so he

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Verify your Retirement Account's Beneficiary

The Supreme Court Has Spoken – Verify the beneficiary on your Retirement Account

In a recent case the United States Supreme Court has made it clear, YOU BETTER KNOW WHO IS THE BENEIFICARY ON YOUR RETIREMENT ACCOUNT! The case dated Jan 26, 2009, titled, Kennedy v. Plan Administrator for DuPont Savings and Investment was decided

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WSJ Follows up on Suspended Required Minimum Distrubtion for 2009

I briefly mentioned in my Article about Missing RMDs (Required Minimum Distributions) that RMDs were actually suspended for tax year 2009 (but remember not 2008!). Well, today I found a great Q&A/Follow up on the Wall Street Journal Personal Finance Section website. It is appropriately titled “Details on the New IRA Rule” and was written

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The IRS Backs Off on Finalized 403(b) Regulations

As I have stated I sometimes do advanced estate and retirement planning so I am not sure how many people will find this information useful, but hell its my blog so I’ll share it anyway! Specifically, this information is for those people who run or are involved in a small 403(b).

Put very very

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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.

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Advantages of Using a Prepaid Credit Card

There are many benefits to using a prepaid credit card. A prepaid credit, also known as a secured credit card is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.”

Continue reading Why Use a Prepaid Credit Card?

Supporters of My Journey to Millions

Reader Question – Inheriting Trusts & IRAs

Verify your Retirement Account's Beneficiary

WSJ Follows up on Suspended Required Minimum Distrubtion for 2009

The IRS Backs Off on Finalized 403(b) Regulations

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

Advantages of Using a Prepaid Credit Card

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Supporters of My Journey to Millions

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Supporters of My Journey to Millions

Reader Question – Inheriting Trusts & IRAs

Verify your Retirement Account's Beneficiary

WSJ Follows up on Suspended Required Minimum Distrubtion for 2009

The IRS Backs Off on Finalized 403(b) Regulations

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

Advantages of Using a Prepaid Credit Card

Categories

Supporters of My Journey to Millions

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