Tags » Cash Balance

Should I take out my pension early?

Before I quit my job to go back to business school, I became fully vested in my company’s retirement plan. Besides my 401(k) plan, which I rolled over to an IRA with Fidelity, I also have a Cash Balance benefit plan. 262 more words

Personal

Royal Mail's pension; kick out the experts

A wage in retirement – not a dump of cash

At the back end of last week,  Royal Mail rejected the CWU’s proposal to establish a new defined benefit scheme designed to keep posties accruing a pension based on career average earnings. 1,264 more words

Pensions

Insulating Clients from Increased Tax Liability and Underfunded Retirement

When used in the same sentence, the words “change” and “tax code” are seldom associated with good news.

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401(k)

In a much welcomed development, on August 24, 2016 the IRS released a self-certification procedure to provide relief for the tax payers who accidentally miss the 60-day window to roll over a retirement account distribution to another retirement account.

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401(k)