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  • New Ira Rules Help Retirees And Seniors
    Under the Pension Protection Act of 2006, there are some new items beneficial to IRA owners that the average IRA owner will miss:

    First, if you leave your employer and you had a tax sheltered annuity (typically the type of plan at school districts and governments), you can roll both the pre-tax and after-tax amounts to an IRA. That way, the whole account can continue to grow tax deferred.

    Next, the silly requirement to first roll your company account into a regular IRA ...
  • Where Can You Get Qualified Financial Help In Retirement
    The needs of people in retirement or about to retiree are different than those of baby boomers. Yet all you see in articles is advice for baby boomers on how to prepare for retirement. What about help for those age 60+ who have already cashed in their chips or about to do so?

    Good news. There has been increased education, albeit slowly, for financial advisors to help people in retirement. But be careful about the several designations you may see.

    The most widely held se...

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