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- Taking Penalty-Free Withdrawals From Your IRA
- The contributions one makes to one's IRA are intended to supplement the income during one's retirement years. As much as one would like to let their IRAs remain untouched until retirement, unforeseen expenses may force one to distribute some of those assets prematurely. Should one decide to take a distribution...
- White papers 2002-11-12
- Determining Your Post-Work Income
- How much money will one needs to retire? Probably more than one can think! Extended life spans, reduced employer benefits, lower market returns and increased costs of living have forced everyone to save more. Unfortunately, most Americans are doing a poor job of securing their future. The Employee Benefits Research...
- White papers 2005-05-04
- Making Spousal IRA Contributions
- Generally, individuals who are unemployed are not allowed to contribute to retirement accounts such as IRAs because they do not have eligible compensation. However, there is an exception for individuals with spouses that are employed and meet certain requirements. The employed spouse is allowed to make an IRA contribution on...
- White papers 2006-01-30
- Consequences Suffered by Non-Conforming IRAs
- Between the time one contribute to and distribute from one's IRA, one will likely invest his assets to make the best possible return. When investing one's IRA assets or implementing certain transactions, he must exercise caution. Lack of knowledge about the rules can lead to serious tax consequences, including the...
- White papers 2003-07-30
- 401(k) Plans for the Small-Business Owner
- The 401k plan has become very popular among small-business owners as a result of changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001 EGTRRA. These changes have made the 401k plan, in comparison to most other retirement plans, more beneficial and flexible for the small-business owner....
- White papers 2006-03-01
- Year-End Reminders
- When year-end approaches, most of them are busy taking care of last-minute items for the year and preparing for the upcoming year. Remember, procrastination can result in missed opportunities and, in some cases, penalties for missing deadlines. To help one stay on top of matters, here is a list of...
- White papers 2003-12-17
- Common Questions About Retirement Plans
- Understanding the contribution limits and tax issues that affect one's retirement plans can help one not only avoid costly mistakes but also take advantage of available benefits. In most cases, individuals are well advised to consult with a competent tax professional to determine benefits that may apply to their particular...
- White papers 2005-08-03
- Borrowing From Your Plan
- While most of them would rather not take money from the retirement plans until after one retire. Luckily, most qualified plans offer employees the ability to borrow from their own retirement assets and repay that amount with interest to their own retirement account. If one finds himself in a financial...
- White papers 2006-01-01
- Increased Savings Opportunities
- Many taxpayers meet with their financial consultants each year to determine how much can be put away for retirement savings for the current year and upcoming tax years. Thanks to the Economic Growth and Tax Relief Reconciliation Act of 2001 EGTRRA, various limits on retirement plan contributions were increased. To...
- White papers 2002-12-27
- Don't Forget the Kids: Save for Their Education and Retirement
- The vast majority of taxpayers will agree that, regardless of the order of priority, retirement planning and education financing are their two most important financial-planning items. Funding the retirement plans is encouraged by the convenience of contributions through automatic salary deductions and income-tax deductions allowed for some contributions. With the...
- White papers 2003-02-05
- Who Is the Beneficiary of Your Account?
- Has one checked one's beneficiary designation for his retirement account recently? If not, one may find that the designated beneficiary is not who or what one think it should be, especially if one has divorced, remarried or had children since one's retirement plan account was established. If a long time...
- White papers 2003-03-18
- Rules Regarding Substantially Equal Periodic Payment (SEPP)
- If one has an IRA or participate in a qualified retirement plan sponsored by one's employer, one may be planning to withdraw funds from account only once retire; however, unexpected financial hardships may force one to withdraw assets prematurely. If one withdraws these assets while under the age of 59.5,...
- White papers 2002-11-26
- Combining Your Plan Assets? Not so Fast!
- Prior to the Economic Growth and Tax Relief Reconciliation Act of 2001 EGTRRA, individuals were allowed to roll over an IRA to a qualified-plan account only if those IRA assets originated from a qualified plan and were maintained in a conduit IRA. This helped retirement account owners ensure that their...
- White papers 2003-05-14
- Roth IRA: Back to Basics
- Since its introduction under the Taxpayer Relief Act of 1997, the Roth IRA - in which earnings accrue tax free - has become a popular retirement and estate-planning tool among U.S. taxpayers. According to a study entitled IRA Ownership in 2003 by the Investment Company Institute, Roth IRA ownerships in...
- White papers 2004-09-15
- Traditional IRA Deductibility Limits
- In Increased Savings Opportunities, one reminds of some of the increased retirement-savings opportunities that are available to taxpayers. Of equal importance to retirement-savings opportunities is the impact these opportunities can make on one's tax return. Here this paper focuses on the guidelines that determine whether or not one is able...
- White papers 2003-01-16
- An Overview of After-Tax Balance Rules
- Most retirement plan participants use pretax assets to fund their employer-sponsored plans such as 401k and 403b accounts, or they claim a tax deduction for amounts contributed to their Traditional IRAs. In both cases, these contributions help to reduce the individual's taxable income for the year to which the contribution...
- White papers 2005-09-26
- Are You an Active Participant?
- One's eligibility to claim a deduction for his Traditional IRA contribution on the federal tax return depends on whether one are an active participant of an employer-sponsored plan in the year to which deduction applies. If neither one nor one's spouse is an active participant, one may deduct full contribution...
- White papers 2005-03-23
- Tax-Law Changes: Involuntary Cash-Out and Roth 401(k) and 403(b)
- Much of what one can and cannot do with retirement plan assets is governed by tax laws written by Congress and interpretations by the IRS and the U.S. Federal court system. Understanding these rules, and keeping up-to-date on these changes will help one ensure that one's retirement account is operating...
- White papers 2005-08-15
- Moving Plan Assets: How to Avoid Mistakes
- A large number of taxpayers move their assets between retirement plans and financial institutions on a daily basis. And while financial institutions and financial services providers try to ensure that mistakes do not occur, they are not always perfect, sometimes processing prohibited transactions without detection. Consequently, one share the responsibility...
- White papers 2005-03-14
- Benefits for Members of the Armed Forces
- If one is an active member of the U.S. armed forces, there may be times when he doesn't get a chance to make his IRA contribution by the yearly Apr 15 deadline for making these contributions. One may also be concerned about how one's time in the armed forces affects...
- White papers 2003-06-18
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