Geometry.Net - Basic_R: Retirement Planning


Home - Basic_R - Retirement Planning

e99.com Bookstore

Images

Newsgroups

161-180 of 198 Back | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next 20

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Retirement Planning: more books (107)

The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad by Julie Jason, 2009-08-04
The Bogleheads' Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, et all 2009-10-05
What Color Is Your Parachute? for Retirement, Second Edition: Planning a Prosperous, Healthy, and Happy Future by John E. Nelson, Richard N. Bolles, 2010-07-13
Employee Benefit and Retirement Planning (Tools and Techniques) by John J. McFadden, Stephan R. Leimberg, 2007-06-29
The Complete Idiot's Guide to Retirement Planning by Jeffrey J. Wuorio, 2007-12-04
How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor by Ernie J. Zelinski, 2009-09-01
The Everything Retirement Planning Book: A Complete Guide to Managing Your Investments, Securing Your Future, and Enjoying Life to the Fullest (Everything: Business and Personal Finance) by Judith R. Harrington, Stanley J. Steinberg, 2007-02-07
Your Complete Retirement Planning Road Map: The Leave-Nothing-to-Chance, Worry-Free, All-Systems-Go Guide
The Smartest Retirement Book You'll Ever Read by Daniel R. Solin, 2010-07-27
Supercharged Retirement: Ditch the Rocking Chair, Trash the Remote, and Do What You Love by Mary Lloyd, 2009-04-01
Ernst & Young's Retirement Planning Guide , Special Tax Edition by Ernst & Young, Ernst, et all 2001-11-01
The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work, and Living (Bloomberg) by Mark Miller, 2010-06-15
The New Rules of Retirement: Strategies for a Secure Future by Robert C. Carlson, 2004-11-05
The Wall Street Journal. Complete Retirement Guidebook: How to Plan It, Live It and Enjoy It by Glenn Ruffenach, Kelly Greene, 2007-06-12

lists with details

USA-Retirement.com: Comprehensive Retirement Guides, Places, Customized Profiles
A survey of personal interest questions is used to build a customer profile and to provide personalized information on retirement locations and planning.
http://www.usa-retirement.com/
Financial Confidence Advisors, Inc. | Certified Financial Planning, Wealth Manag
Provides financial planning services including portfolio planning, retirement, estate planning and insurance. Features online case study, newsletter and links to related resources.
http://www.fcainc.ca/
Gineris And Associates, Ltd. - Chicago Heights, IL
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.
http://www.ginerisltd.com

Extractions: E-mail: info@ginerisltd.com Tax Tips 2003 Tax Law Summary Tax FAQs ... Links Explore our Web site to discover the many ways we can serve you. Come back to our site often for tax and business news and planning suggestions. Bookmark this as a favorite page, or make it your first page when you log on. We want you to get the best financial and tax help possible. If you have a question which is not addressed here, please contact us via e-mail: info@ginerisltd.com or by phone: We do not endorse any of the businesses, products, or services you may find on connected links.
Benefit Planning Inc.
Helps Federal Employees understand benefits, plan for federal retirement and provides information for preretirement and mid-career seminars.
http://www.benefit-planning.com
Beeman Johnson Asset Planning
Provides retirement and estate planning, investment management and insurance analysis.
http://www.beemanandjohnson.com/pages/index.htm?SPID=11928&OrgID=563
Fin. & Inv. Mngt. Advisors, Inc.
Provides feebased financial planning and investment management services to individuals, retirement plans and corportations.
http://www.fimadvisors.com/

Extractions: WELCOME!!! This site best viewed with Microsoft Explorer ... Firm History FIM Advisors was established as an independent Registered Investment Advisor to extend objective financial services including financial planning asset management retirement planning estate planning and business consulting services to individuals, corporations and institutions on a fee basis without any requirement that they purchase financial products . The Financial Advisors associated with FIM Advisors continue their tradition of providing objective financial advice that has rewarded us, as well as the clients we serve, very well. The company's strong growth has been fueled by the quality of its outstanding professional financial advisors and their dedication to meeting each client's personal and unique planning needs. Is to help make a significant difference in your ability to achieve and maintain your goals, dreams and objectives. Individuals desiring an independent objective advisor and who want to be dealt with honestly and fairly.
AXAonline - Financial Advice, Financial Planning, Life Insurance, Annuities, Ret
Provides investment, retirement, and estate planning advice.
http://www.axaonline.com/

Extractions: Login I Site Map I Help I Contact Us I About Us I Join AXA Advisors Quick Links Login Talk to a Financial Professional Office Locations Customer Service Web Site Help Join AXA Advisors About Us Personal Financial Planning Retirement Planning Education Funding Estate Planning Annuities Life Insurance Business Planning Press Room Retirement Planning Calculator Education Funding Calculator Estate Planning Calculator My AXAonline About AXA Our financial consultants and professionals help clients develop customized financial plans and strategies using quality products from over 100 companies, including our affiliate, The Equitable AXA Advisors can help you with... PLANNING PROTECTION INVESTING Retirement Income Life Insurance Mutual Funds Education Funding ... 529 Plans Financial Focus For clients only. Login required. Changing Jobs or Retiring? Consider Your Options. And our Rollover IRA Concierge Services. Asset Allocation: A Strategy for Investment Success About AXA Useful Tools and Links
Rhodes Securities, Inc.
Independent full service brokerage offering investment consulting to their customers including stocks, bonds, mutual funds, options, CDs, managed accounts, qualified retirement plans, variable annuities and financial planning.
http://www.rhodessecurities.com/
Richardson Financial Group Estate Retirement Wealth Planning
Provides estate, retirement and wealth planning services.
http://www.richardson-financial.com/frames/frame_home.html

Extractions: Richardson Financial Group leads you through these complexities with a rare combination of understanding and financial expertise. Most plans begin with numbers and balance sheets; our approach starts by identifying whatÕs important to you. We help you find not just the most efficient way, but the best way Ñ the way that gives you peace of mind.
Matthews Benefit Group, Inc. - Welcome
This firm provides plan design, administration software, and benefit education to the CPA and financial planning industry. MBG is an independent consulting and retirement plan administration firm.
http://www.eerisa.com
Full Service Pension Consulting Firm, IRA, Roth IRA, 401K, 403b, 125, And 529 Pl
A pension consulting firm, Provides various employee benefit, pension and retirement plans.
http://401kpsp.com/

Extractions: 401kpsp.com is the home page for Advanced Corporate Planning's Investment features (Retirement Planning, Estate Planning, Investment Planning, Educational Savings Plans, Charitable Giving Plans). More information can on Tax planning, Business services, Employee Benefits Plans, Health Insurance, Supplemental Insurance and more is at: http://www.AdvancedCorporatePlanning.com Home
Financial Guide: RETIREMENT PLAN DISTRIBUTIONS: HOW To Take Them
Now let s review the basics for each of the options for taking retirementplan distributions and then discuss the tax planning for each option.
http://www.gofso.com/Premium/TS/fg/fg-how-distrib.html

Extractions: HOW To Take Them If you are thinking of retiring soon, you are about to make a major financial decision: how to take distributions from your retirement plan. This Financial Guide will discuss your various options. And, since the tax treatment of these distributions will influence your decision, we will also review the tax rules. TABLE OF CONTENTS Take Everything in a Lump Sum INFOSOURCES You may have a number of options as to HOW you can take retirement plan distributions, i.e., your share of company or Keogh pension or profit-sharing plans (including thrift and savings plans), 401(k)s, IRAs, and stock bonus plans. Your options depend (1) on what type of plan you are in and (2) whether your employer has limited your choices. Essentially, you can: Take everything in a lump sum.
Rrsp .org Your Rrsp Mutual Fund Retirement And Financial Planning Center
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
http://www.rrsp.org/

Extractions: Home Site Map RRSP 's Book Reviews ... Contact Doug Hudson RRSP ORG Subscribe to RRSP . ORG's Free Financial Planning Newsletter "Two Cents Worth" Calculators How much do you need to retire? RRIF Payment Calculator Pay down mortgage or contribute to an RRSP? Canadian Financial Advisor Directory: 1) Find an Advisor 2) Advisors Get Listed Free! ... Financial Planning Resources Go somewhere in RRSP.ORG quickly: Complete and file taxes online at ufile.ca Leveraging Explained Dollar Cost Averaging Explained ... Take the RRSP Quiz to test your RRSP Knowledge Canadians seeking RRSP, RRIF, retirement, estate, tax and other financial planning strategies and information will find this site to be of help. Welcome to RRSP.ORG! Douglas F. Hudson RRSP.ORG in the Media:
Retirement Plan Assets
Because of the complexity of minimum distribution requirements and other legalrules related to retirement plan assets, careful planning is necessary when
http://www.givingto.msu.edu/pgaol/html/retirement_assets.html

Extractions: Retirement Plan Assets At a Glance Retirement plan assets used for charitable giving purposes may offer substantial tax benefits to donors, especially when used to make testamentary gifts. These gifts will be deductible for federal gift or estate tax purposes and often for state death tax purposes as well. Income tax benefits may be attractive too. Unlike a noncharitable beneficiary, a charity generally will owe no federal or state income taxes on such a gift which would be taxed as Income in Respect of a Decedent (IRD) if received by an individual beneficiary following a plan participant's death (more on IRD later). Retirement plan assets are a substantial source of wealth for many potential donors, and the largest single holding of some. Such assets may be held in: qualified pension, profit-sharing and stock bonus plans; individual retirement accounts and annuities (IRAs); Keogh (HR-10) plans for the self-employed; section 401(k) plans; and section 403(b) plans (tax-sheltered annuities). Because of the complexity of minimum distribution requirements and other legal rules related to retirement plan assets, careful planning is necessary when contemplating a gift or bequest of IRA or retirement plan assets to a charity. Tax Treatment of Qualified Retirement Plans and IRAs A general understanding of how retirement plans and IRAs are taxed is an important backdrop for promoting charitable gifts of retirement plan assets.
Ridgedale Financial Services Inc.
Provides retirement and estate planning services to individual investors.
http://www.ridgedalefinancial.com/
Centara Capital Management Group, Inc.
Provides financial planning for seniors. Includes seminar schedule, retirement advice, and links.
http://www.centaracapital.com/
Pinnacle Tax & Financial Services, LLC David J. Purkey, Enrolled Agent
Enrolled agent providing tax preparation, planning, strategies, audit representation and assistance, retirement, and estate planning. Based in Beaverton, Oregon.
http://www.djpea.com/

Extractions: Tax Preparation, Planning, Strategies, Reviews Audit Representation Financial Services Retirement, College, Estate Planning, Taxable, Tax-Free, Tax Deferred Business C onsulting Services Business Plans, General Consulting, Analysis Individual Small Business Corporation Partnership LLC Fiduciary Estate Non-Profit dpurkey@aol.com
IRA Distributions, Retirement Planning, Investing And Estate Planning|Colorado S
Offering feebased advisory for retirement, investment and estate planning needs. Specializes in IRAs and the education process of investing.
http://www.shambo.com/

Extractions: As a Certified Public Accountant with the advanced designation, Personal Financial Specialist, James A. Shambo is a recognized leader in the profession. Lifetime Planning Concepts is unique in the financial planning industry. "I construct passive index portfolios to match my client's tolerance for risk, while minimizing costs, turnover and income taxes. Putting client's interest first and fostering trust is critical, so I make sure that 100% of my revenue comes solely from my clients and never as a result of a purchase or sale of a financial product."
CNN/Money: Retirement
retirement savings strategies advice, calculators to plan your retirement, 401K tips and more
http://www.money.com/retirement
TIAA-CREF Web Center | Product Profile: Retirement Plans
TIAACREF provides defined contribution retirement plans through your employer. Canyou invest in a TIAA-CREF retirement plan? Find out more.
http://www.tiaa-cref.org/product_profiles/ras.html

Extractions: TIAA-CREF provides defined contribution retirement plans through your employer. These plans are sometimes referred to as retirement (or group retirement) annuity contracts. How much you and your employer will invest over time is specified in the contract. Typically, contributions are made on a tax-deferred basis, which means you don't pay taxes until you draw on the assets.* Your employer determines the plan's features, such as the contribution schedule, allocation choices, income options, and vesting rules. You decide how to allocate the contributions among the available choices and when the time comes, how you want to take your benefits. TIAA-CREF sets up the plan according to your employer's instructions, then allocates contributions and pays benefits according to your wishes. Expenses: Unlike most, TIAA-CREF annuities have no sales charges. And as a nonprofit organization, we keep expenses low, which means that more of your dollars are working for you. On average, annual expenses are less than 1 percent. Investments: You can choose from a variety of annuity accounts, and at some employers, mutual fund accounts, to allocate contributions. You can change your allocation of future contributions at any time or transfer some or all of your funds among accounts, with no tax implications.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

161-180 of 198 Back | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next 20