Free Retirement Plan

To deduct home equity loan interest from a tax return, a 1098 form is required as well as a 1040. Understand all the requirements for deducting home equity loan interest from personal taxes safely and legally with tips from an experienced tax professional in this free video on taxes.

Expert: Danielle Loughran
Contact: www.accell-us.com
Bio: Danielle Loughran is a CPA with over nine years of public and private accounting experience at Arthur Anderson and Ernst & Young and is currently the director of assurance at Accell.
Filmmaker: Christopher Rokosz

Duration : 0:1:17

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Retirement Income: How Much and How Do I Get It? (Part 2)
Second video in a three-part series on retirement planning, Ben Stein gives guidance on the estimated amount of retirement savings the average couple will need, and highlights key investment tools to bolster retirement savings.

Duration : 0:3:5

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http://www.cakefinancial.com

Most of us spend so much time putting money into a 401(k) plan we forget about the fun part—how you take money out of your 401(k) plan.

Generally speaking, you can start taking distributions from your 401(k) plan when you reach age 59?. You can take a little at a time, or all the money at once. Or, you can keep the money in the plan and let it grow.

When you reach age 70?, however, you have to start taking distributions. There is one exception: If you’re working at the same company that offers your 401(k) plan, you may be able to keep the money in the plan.

Now, let’s say you’re a big saver and you want to retire early, before age 59?. Provided that you’re no longer working, you can start taking distributions as early as age 55.

Finally, regardless of when you take distributions, they’re are subject to federal, state and local income taxes.

Keep in mind that these are the rules for regular distributions. If you take withdrawals earlier than allowed, the consequences can be serious.

Join Cake Financial Today for Free! http://www.cakefinancial.com

Duration : 0:1:23

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Dee Mosier, host of Financial Straight Talk, consults expert guests, Ron Silverman and Jim Scarpone on investment opportunities for retirement planning.

Duration : 0:8:4

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