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- Personal Retirement Accounts
- "Personal retirement accounts are attractive in the context of Social Security reform for several reasons. One is that such accounts would give workers ownership and a degree of responsibility over their own retirement saving. Another is that personal accounts would afford participants an opportunity to pass wealth to survivors...
- White papers 2002-03-04
- 72(t) Calculator: Early Withdrawals From Retirement Accounts
- The Internal Revenue Code sections 72t and 72q allow for penalty free early withdrawals from retirement accounts. These sections allow you to begin receiving money from your retirement accounts before you turn age 59 1/2 without the normal 10% premature distribution penalty. Use this tool to determine your allowable 72t/q...
- White papers 2009-01-01
Additional Resources
- IRS Proposes Changes in Individual Retirement Account Distribution.(Knight Ridder/Tribune Business News)
- Jan. 17--The IRS has proposed major changes in individual retirement account distribution. Jan. 17--The IRS has proposed major changes in individual retirement account distribution.
- Research articles 2001-01-17
- IRA investor finds diversity without taxation. (Individual Retirement Account)
- An Internal Revenue Service IRS private letter ruling holds that taxpayers can avoid taxation on transfers of Individual Retirement Account IRA assets by ensuring that the asset transfers are done on a trustee-to-trustee basis. By keeping the transferAn Internal Revenue Service IRS private letter ruling holds that taxpayers can avoid...
- Research articles 1994-12-05
- Why Is It Important That I Name A Beneficiary For My Retirement Account?
- One of the most neglected aspects of retirement planning is making sure you have designated one or more beneficiaries for your account. A beneficiary is the person who would receive the money in your retirement account in the event of your death. It is always a good idea to have...
- White papers 2009-01-01
- The Roth Individual Retirement Account
- When deciding whether a regular Individual Retirement Account IRA or a Roth IRA is best for you, you'll want to compare the after-tax dollars that would be available to you under each option. This will depend on many factors, including your tax bracket, how many years you have until retirement,...
- White papers 2008-01-01
- Pueblo, Colo.-Area Residents Enjoy Retirement Account Capabilities.
- By Gail Pitts, The Pueblo Chieftain, Colo. Knight Ridder/Tribune Business News Feb. 6--The ability to begin saving through an Individual Retirement Account has been warmly received in Pueblo, the district manager of H&R Block said Tuesday. Many people who...
- Research articles 2002-02-06
- IRA funds can't be used to buy a personal residence. (Individual Retirement Account)(Tax Facts & Figures)
- The Tax Court has ruled that tax payers cannot use funds from their Individual Retirement Account IRAs to purchase personal residences and avoid the 10% penalty tax on premature distributions. The Tax Court has ruled that personal residences are not one of the permissible items in which taxpayers can invest...
- Research articles 1994-11-14
- Time for Some Intellectual Honesty from the ICI in the Retirement Debate
- I was all set to write about another topic this week, but upon reading the comments on Eric Schurenberg's recent post advocating change in the 401k system, I just had to chime in. And if you've read even a handful of my previous posts (such as the one on mutual...
- Blog posts 2009-08-10
- The Principal Financial Group Gives Retirement Savers a Reality Check; New Online Total Retirement View Shows Personal Account Values and Projects Retirement Income
- DES MOINES, Iowa -- It's one of the top concerns of many plan sponsors and their financial professionals today: educating employees so they get more out of their retirement plan. The Principal Financial GroupR announces Total Retirement View, a new online tool employers can use to boost employee appreciation of...
- Research articles 2005-06-15
- 72(t) Distributions: Impact On Retirement Fund Balances
- The Internal Revenue Code sections 72t and 72q allow for penalty free early withdrawals from retirement accounts. The IRS limits how much can be withdrawn by assuming any future earnings will be at most 120% of the Federal Mid-Term. This conservative approach can help assure that you will not prematurely...
- White papers 2009-01-01
- 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
- Retirement Security In The 21st Century: Guaranteed Lifetime Income
- The aging of 76 million Baby Boomers is placing increasing pressure on the Social Security program as well as on employer-funded retirement benefits. Leading academic research in the field of behavioral finance has demonstrated the power of "Automatic" default provisions that put inertia to work to participants' advantage. It guarantees...
- White papers 2008-11-01
- Rebuild Your Retirement Savings
- If you are in your 40s or younger, you probably have time to rebuild your savings before retirement. If you are in your 50s or older, and you had a lot of your 401k money in the stock market, you likely face a far grimmer truth: you may not be...
- Articles 2009-04-17
- Utility Evaluation of Risk in Retirement Saving Accounts
- This paper develops a stochastic simulation algorithm to evaluate the effect of holding a broadly diversified portfolio of common stocks, or a portfolio of index bonds, on the distribution of 401k account balances at retirement. It compares the alternative distributions of retirement wealth both by showing the empirical distribution of...
- White papers 2003-08-01
- How Do Return Rates Affect My Retirement Income?
- This tool compares four investment alternatives to save for your retirement: a deductible Individual Retirement Account IRA, nondeductible IRA, Roth IRA and investing with a taxable account. The tool also considers your age, expected length of retirement and how much you wish to leave for heirs. You enter your estimated...
- Tools & templates 2008-01-01
- It's all yours: with a Roth Ira, you don't have to share any of your nest egg with the IRS. (Roth IRA).(individual retirement accounts)(United States Internal Revenue Service)
- NEXT YEAR will be a watershed year for the Roth IRA. It will be the first time the real promise of this retirement account will come true, the first time Roth IRA owners will be allowed to withdraw earnings from their accounts absolutely tax-free. ...
- Research articles 2002-09-22
- IRS approves rollover from conduit IRA. (Internal Revenue Service, individual retirement accounts)(Tax Facts & Figures)(Column)
- A private letter ruling from the Internal Revenue Service IRS on individual retirement account IRA rollovers has significant implications for retired employees who re-enter the workforce. The IRS ruling allows for the return of IRA funds from a 'conduA private letter ruling from the Internal Revenue Service IRS on individual...
- Research articles 1995-10-09
- Health Savings Account (HSA) Goal Calculator
- Are you looking at the Health Savings Account HSA as a retirement account? Do you have an amount in mind that you want to carry over into retirement? This tool will help you determine what you need to do in order to reach your goal.
- Tools & templates 2008-01-01
- MRAs and qualified profit-sharing plans.(medical retirement accounts)
- Maintains A, a nongovernmental profit-sharing plan intended to be a qualified plan under Sec. 401a. A includes a separate profit-sharing account and a separate medical retirement account MRA for each participant. A provides that 75% of M's annual contributions is allocated to a participant's profit-sharing account...
- Research articles 2005-12-01
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