Expert's View:
The Best Date to Retire
Every fall I'm inundated with questions about the best date to retire. . . writes benefits expert Reg Jones.
Double Time
If you sell stocks or bonds or funds at a loss, you’re entitled to valuable tax breaks. More
The Retirement Literacy Commission
http://fedweek.sparklist.com/t/295860225/7/1118/0/
The Thrift Savings Plan Open Elections Act of 2004 requires retirement financial
literacy and education.
They must also provide information and counseling on the benefits the Federal Government
provides and on how to plan for retirement.
More
Smart Moves
If you have a loss in a 529 college savings plan because of the stock market meltdown, what can you do?
* Cash in the account. More
Prudent Philanthropy
The Pension Protection of 2006 permitted an IRA charitable rollover for some taxpayers in 2006 and 2007. More
Expanded Exemption
In 2009, the federal estate tax exemption will rise from $2 million to $3.5 million. More
Alternative Afterthought
Did you inherit some assets recently from an estate subject to federal estate tax? More
Bolstering Bank Accounts
The so-called bailout bill that was just signed into law raised the Federal Deposit Insurance Corp. More