The July spotlight on employee benefits discusses Wal-Marts recent decision to support President Obamas health insurance mandate; looks at a recent study showing ways to raise employee morale without paying a fortune; and details a study of the effects of lump-sum distributions from an employment-based retirement plan. Duration : 0:3:55

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If you participate in an employer-sponsored retirement plan or an individual retirement plan, you may be eligible for a tax credit. This credit used to be known as the Retirement Savings Contributions Credit (RSCC). It is now known as the Savers Credit and applies to individuals that meet the following income and filing status: •…

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Review Types of Retirement Plans Section 1 Defined Contribution Plans 2009 Publish at Scribd or explore others: Business How-To Guides & DIY money free

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Support PBS programs like this one. Give your financial support today! Visit www.wmfe.org or call 1-800-785-2020! For over 20 years, tax advisor Ed Slott, CPA, has been on a mission to educate Americans about protecting their retirement savings. With an estimated $16 trillion in tax-deferred savings, Americans need to have a plan in place to…

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The following questions are designed to determine an investment allocation that will help you meet your goals in a manner that you will be comfortable with. After answering these questions you should be able to determine an investment allocation that will suit your needs. Circle the number that best matches you answer. Add the values…

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my husband filed our 2008 tax return,,i had just received my 1099r form for a loan i had taken from my retirement plan,,,what should i do??,,,the amount shown on the form is 1007.11,,how much would we have to pay,,and can we file this separately now that we had already filed our taxes,,please help If you…

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– I am inheriting around $30k from my Mom’s IRA. I intend to roll it into a Roth IRA. – I am a professional trader (yeah call it day trading, but that’s not the point of the question, please). I intend to shelter the gains on those trades in the IRA, so I don’t have…

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