161. 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/

here is a bridge to be crossed... roads to be traveled... xperiences to be lived... and memories to be cherished... ou may not know of it... But once you find it... ou will always remember it.

162. 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/

Insurance and Financial Planning Important Securities Information Our experience, resources, analysis and financial wisdom will provide you with successful strategies that will support your current and future goals, and set you well on the way to achieving them.

163. 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

1488 Aberdeen Street Chicago Heights, IL 60411 Fax: (708) 754-2157 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. Chicago Heights, IL 60411 Fax: (708) 754-2157 E-mail: info@ginerisltd.com Home Bookkeeping Financial Planning ... Links

164. 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

Benefit Planning, Inc. The Corporate Office Post Box Office 1206 500 Main Street Shelbyville, KY 40065 Benefit Planning, Inc , P.O. Box 1205, Shelbyville, KY 40065 Phone 1-800-826-5824 Email us at info@benefit-planning.com D.B.A. Employee Insurance Marketing in the state of California Member of G.E. Financial Assurance-Independant Financial Network. Securities offered through Capital Brokerage Corporation dba GE Capital Brokerage Corporation IN, MN, NM, and TX. 6610 W. Broad St. Richmond, VA 23230

165. 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

166. Fin. & Inv. Mngt. Advisors, Inc. Provides feebased financial planning and investment management services to individuals, retirement plans and corportations. http://www.fimadvisors.com/

WELCOME!!! This site best viewed with Microsoft Explorer ... Company Profile 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. Our Mission Is to help make a significant difference in your ability to achieve and maintain your goals, dreams and objectives. Who Are Our Clients? Individuals desiring an independent objective advisor and who want to be dealt with honestly and fairly.

167. AXAonline - Financial Advice, Financial Planning, Life Insurance, Annuities, Ret Provides investment, retirement, and estate planning advice. http://www.axaonline.com/

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 Try our FutureBuilders SM Financial Calculators Map of the Market Get a birds eye view of 600 stocks at once with this award winning tool NASD Investor Advisories: Mutual fund break points, variable annuities, exchanging life insurance.

168. 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/

Rhodes Securities Online View Your Accounts View Our Demo Sign-Up Information E-mail us 306 West 7th Street, Suite 505 - Fort Worth, Texas - 76102 (817) 334-0455 - Metro (817) 654-4626 - FAX (817) 334-006 © 1999, Rhodes Securities, Inc. All rights reserved. Created and hosted by Design.com, Inc About RSI Who's Who Recruitment ... Special Notices Member NASD/SIPC/SIA

169. Richardson Financial Group Estate Retirement Wealth Planning Provides estate, retirement and wealth planning services. http://www.richardson-financial.com/frames/frame_home.html

At its heart, wealth planning involves more than investment and tax issues. You face personal, highly sensitive decisions regarding your business, your family, your heirs. 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. For more than thirty years, weÕve provided high-net-worth individuals, business owners and executives the advantages of clarity, insight and guidance.

170. 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

171. 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/

. . Print this page . . . . Previous page . . ....................................................................................Click here to Add to Bookmarks 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 Main Menu Home Retirement Planning Investment Planning Education Planning ... Financial Planning Business Services Charitable Gifts Health Insurance Long Term Care Insurance Medical Savings Accounts ... 529 Education Savings Plan Asset Management Portfolio Hedging Portfolio Reviews Estate Planning Tax Planning ... Key Management Insurance Business Services IPO Corporate Funding Exit Plans including Buy-Sell Agreements Information Technology Web Site Design Database Design and Programming Login to rjfs account Streaming Stock Quotes ... 401kPSP.com Downloads Contact Features Tell a Friend Order Audio Business Card View Net Business Card email us ... Guestbook Financial News Motley Fool CPA Online Headlines Financial Headlines Investment Basics ... Lookup by Symbol This is Home page Approaching Deadlines Qualified Retirement Plans 401K Plans "401 Uni K "

172. 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

Click on any of the topics in the Table of Contents listed below to go directly to that discussion. Press "Home" to return to top. RETIREMENT PLAN DISTRIBUTIONS: 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 Take An Annuity Roll Over The Distribution Take A Partial Withdrawal ... 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.

173. 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/

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: Home Site Map RRSP's RRSP Calculator Book Reviews Financial Planning - Choose an Advisor - Financial Objectives RESP's Free Newsletter Mutual Funds Estate Planning Tax Planning Contact Doug Leverage Stromberg Report Loan Calculator Mortgage Calculator Glossary or, go to the Site Map 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: Fundlibrary Articles Find a Financial Advisor Near You Revenue Canada's Guide for RRSP's and other Registered Plans T4040 in .pdf format.

174. 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

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.

175. Ridgedale Financial Services Inc. Provides retirement and estate planning services to individual investors. http://www.ridgedalefinancial.com/

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176. Centara Capital Management Group, Inc. Provides financial planning for seniors. Includes seminar schedule, retirement advice, and links. http://www.centaracapital.com/

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177. 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/

David J. Purkey, Enrolled Agent, Financial Planner 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 Contact Information Telephone (888) 617-8070 Toll Free Fax Address 1905 NW 169th Place Suite 220 Beaverton, OR 97006 Electronic Mail dpurkey@aol.com

178. 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/

Welcome We've Moved - Click Here to Find Out Where Frequently Asked Questions on New IRA Rules Extra, Extra, Read All About It - IRS Issues New IRA Distribution Rules Welcome to Lifetime Planning Concepts, P.C., offering fee-only advice for your retirement, investing or estate planning needs. Advice without conflicts of interest and strategies rather than products reflect our values. Behavioral Bias adds to Investment Risk - Indexing the Ultimate Weapon Death Tax Repeal? Not Exactly! 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." Review our Privacy Notice Education is one of the key components of our firm's success. Check out our

179. CNN/Money: Retirement retirement savings strategies advice, calculators to plan your retirement, 401K tips and more http://www.money.com/retirement

Web CNN/Money Home Markets News World Biz ... Personal Finance Retirement 401(k) balances jump But study shows employees aren't actively managing plans despite improving market. ( more Contributing the max Jun 11: 2:41p My employer matches 401(k) contributions to 6%. Should I put in more or invest the extra elsewhere? ( more What to do with a windfall Spending the nest egg Do deficits matter? More in the RETIREMENT ARCHIVE The 401(k) solution The IRA advantage How to invest in retirement accounts ... The right way to take 401(k) distributions Current annual income Desired post retirement annual income Current age Desired retirement age Life expectancy Expected annual pension Expected annual Social Security payment (leave blank to use our estimate) Best Places to Retire 8 picks from the latest issue of Money Magazine. Plus: Search our database for info on more than 1,200 cities. ( more A plan for every stage Money magazine's guide helps you craft a plan, whether you've got years until retirement or are already there. ( more More Calculators: Retirement Planner How fast will your savings grow?

180. 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

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.* Here's how it works: 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.

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