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Can You Roll Over a Tax Sheltered Annuity into an IRA?

Can You Roll Over a Tax Sheltered Annuity into an IRA?

Plenty of options exist when it comes to retirement savings. There are the 401(k) employer-sponsored plans. There are also simplified employee pensions (SEPs) and solo 401(k)s for the self-employed. Also in this group are individual retirement accounts for, well, individuals. Then there are tax-sheltered annuities, better-known as 403(b) retirement plans. 

Apr 3, 2021

Do You Pay Medicare Tax on Retirement Income?

Do You Pay Medicare Tax on Retirement Income?

Retirement is the time in our life when we get to relax and leave the workforce behind. While we may get to relax from the daily grind, we still need to pay income taxes.

Mar 29, 2021

How Does a 403B Retirement Plan Work?

How Does a 403B Retirement Plan Work?

Most people associate 401(k)s with retirement planning, but one-fifth of workers are actually covered under 403(b) plans. Collectively, these U.S. employees have banked close to one trillion in savings.

Mar 28, 2021

What States Do Not Tax Retirement Income?

What States Do Not Tax Retirement Income?

Retirement is something that most people can look forward to. You can choose to permanently leave the workforce behind, kick up your feet, and collect the retirement income that you’ve worked so hard to earn. One important thing to remember — you’ll likely continue to pay taxes.

Mar 26, 2021

How Much Does a Retirement Plan Cost?

How Much Does a Retirement Plan Cost?

The earlier you establish a retirement plan and continue to make contributions, the better off you’ll potentially be. What better way to start retirement than to be financially prepared and stress-free? 

Mar 24, 2021

Is Retirement Income Taxable?

Is Retirement Income Taxable?

When you’re planning for retirement, you need to take taxes into account. Whether or not your retirement income is taxable depends on where your retirement income comes from and how much you’ll have. Income taxes after retirement will likely be one of your largest expenses. Planning for taxes after retirement and knowing what or if you owe anything is the best way to avoid financial stress down the road. 

Mar 23, 2021

Ways to Structure Retirement Income

Ways to Structure Retirement Income

Retirement looks different for everyone. Some people retire in their 50s, many work well into their 70s. But one thing retirees have in common is the need to understand ways to structure retirement income so they are financially secure when they stop working. 

Mar 22, 2021

How Do You Plan for Retirement?

How Do You Plan for Retirement?

Whether you are 40 years from retirement or it is just five years away, there are things you can do to help you plan for your golden years. 

Mar 17, 2021

What is a Non-Prototype Retirement Plan?

What is a Non-Prototype Retirement Plan?

Parsing the language used to refer to the myriad of retirement plan options is a demanding task. Retirement programs are commonly referred to by the applicable section of the Internal Revenue Code and other attributes they share or avoid. Hence, the reference to non-prototype, which indicates the absence of provisions of a prototype plan.

Mar 16, 2021

How Does Inflation Affect Retirement Planning?

How Does Inflation Affect Retirement Planning?

Inflation has a great impact on retirement planning because it is potentially lowering the value of each dollar you save over time. It is definitely something to consider when mapping out a plan for your financial future. 

Mar 12, 2021

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