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Advanced Search Results For "INDIVIDUAL retirement accounts"

1 - 10 of 22,373 results for
 "INDIVIDUAL retirement accounts"
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SMOOTH YEAR-END MONEY MOVES.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. Dec2022, Vol. 76 Issue 12, p38-49. 9p. 4 Color Photographs.

Abstract: If you still have funds left to spend, make doctor's appointments for you or your family and use FSA funds for the co-payments or deductibles. MONEY TRIM YOUR 2022 TAX BILL Don't buy a tax liability. A distribution of 2% to 3% of the share price probab...

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The Final Department of Labor Investment Advice Exemption and Its Impact on Rollover Recommendations.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jul2022, Vol. 76 Issue 4, p39-53. 15p.

Abstract: The Department of Labor (DOL) recently finalized a new prohibited transaction exemption (the 2020 PTE) that addresses what conditions must be satisfied by a financial service professional who runs afoul of ERISA’s prohibited transaction provisions as a...

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THE RETIREE'S GUIDE TO GOING BACK TO WORK.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. Sep2022, Vol. 76 Issue 9, p56-61. 5p. 2 Color Photographs.

Authors:

Abstract: If your modified adjusted income (which includes earned income, Social Security benefits, and investment, retirement-account and pension income) falls below certain levels, you'll qualify for a government subsidy that will lower the premium. Working fo...

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Good Reasons to Review Your Estate Plan.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. Dec2022, Vol. 76 Issue 12, p50-52. 3p. 1 Color Photograph.

Authors:

Abstract: If you don't name a beneficiary - or the primary beneficiary predeceases you and you don't designate a new beneficiary - the proceeds will be paid to the estate, which means they'll go through probate. YOUR BENEFICIARIES Certain assets, such as your re...

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Fistful of Dollars: Financial Incentives, Peer Information, and Retirement Savings.

Publication Type: Academic Journal

Source(s): Review of Financial Studies. Jun2022, Vol. 35 Issue 6, p2981-3020. 40p.

Abstract: To understand what motivates individuals to look at their pension situation and make adequate savings decisions, we conduct two field experiments with 226,946 and 257,433 pension fund participants. We find peer-information statements do not increase th...

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How to Create WEALTH.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. May2022, Vol. 76 Issue 5, p44-53. 9p. 5 Color Photographs.

Abstract: LISA GERSTNER Pay Off Debt High-rate debt holds you back from your full wealth-building potential. MONEY Investing: Keep Calm in Rough Seas The financial markets in 2022 provide a vivid reminder of why good investing hygiene is important all the time. ...

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The Lowdown on Living Trusts.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. May2022, Vol. 76 Issue 5, p56-60. 5p. 2 Color Photographs.

Abstract: RETIREMENT IF YOU'RE PUTTING TOGETHER AN ESTATE PLAN, you have no doubt heard about the benefits of a living trust. In addition, if most of your money is in retirement accounts, you may not need a living trust, because those assets will transfer to ben...

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The Insurance Company as a Logical Party to an ERISA Claim for Benefits.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals; Nov2022, Vol. 76 Issue 6, p59-66, 8p

Abstract: Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written ...

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Considering Life Insurance in a Qualified Plan: A Fiduciary Guide.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Nov2021, Vol. 75 Issue 6, p42-52. 11p.

Abstract: The fiduciary of an Employee Retirement Income Security Act (ERISA) trust has responsibilities and must follow certain duties. A person is a fiduciary if they exercise any discretionary authority or control over the management or disposition of the pla...

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