Money Talk - September 2012

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Breaking Down the Taxpaying Population: Where Do You Fit In?

Were you in the top 50% of federal income tax filers for 2009? The top 5%? The answer, based on IRS statistics, might surprise you.

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Withdrawals from Traditional IRAs

In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you're allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you?

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Retirement Plans for Your Small Business

A retirement plan is a critical part of a competitive benefits package. Although small business owners can sponsor a qualified retirement plan like a traditional 401(k), profit-sharing, or defined benefit plan, these plans can be expensive to maintain and relatively difficult to administer. Luckily, there are a number of simpler alternatives.

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Do I have the right type of life insurance?

Your life insurance needs change as your life changes. That's why it's a good idea to periodically review your coverage to be sure your insurance fits your circumstances.

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Should I buy my life insurance through my employer or on my own?

Buying life insurance through your employer can be a relatively inexpensive and hassle-free way to get some of the life insurance coverage you need.

 

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