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Posts Tagged ‘ Retirement financial planning ’

Jan 06
Wednesday

Self-Study Course Assist Those Planning For Retirement

Filed under Your Finances

As Judy Ettinger puzzled over her retirement options a few years ago, her 30-plus years of experience in career counseling and career development proved to be invaluable.

Ettinger, now an emerita senior outreach specialist at the Center on Education and Work (CEW) at the University of Wisconsin-Madison, also spoke with others facing this significant transition in their lives and found that many of them had become confused over how they should prepare. Continue…

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Financial Firms Urge Congress Retirement Savings Reform Drive
no responses - Posted 12.02.09
Financial services firms are urging Congress to adopt retirement savings reforms in the next few years and are readying products that could profit from them. Several executives are recommending that lawmakers make changes that would ensure income from savings lasts through retirement. Robert L. Reynolds, the president and chief executive officer of ...continue
TAX ALERT: Recognition of Losses in Investment Plans
no responses - Posted 10.19.09
Taxpayers who have suffered substantial investment losses in their 529 plan accounts or IRA accounts may be able to recognize losses if the accounts are liquidated. Recognition of losses in 529 plans Liquidation of a 529 plan account by the owner of the account (usually a parent or grandparent) can result in ...continue




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