RETIREMENT, REGRETS, & RESOLUTIONS

Twenty years from now, you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” Mark Twain was on to...

OF RULES AND ROLLOVERS

Benefitspro.com writer Dan Berman, always interesting and informational, has a valuable Dec. 16 piece headlined IRS makes Roth move clear Here are excerpts from Berman’s article: “The Internal Revenue Service has released rules governing rollovers of funds from...

IRA 2013 YEAR-END REMINDERS, CONCLUSION

As Pension Parameters (and the IRS) reminds us, IRAs are a great way to save for retirement. Some more reminders for 2013, courtesy of the IRS website: Required minimum distributions If you’re 70½ or older, you must take a required minimum distribution from your...

IRA YEAR-END REMINDERS, PART 1

As Pension Parameters (and the IRS) reminds us, IRAs are a great way to save for retirement. Let’s review some reminders for 2013, courtesy of the IRS website: Contributions Limits Review the 2013 IRA contribution and deduction limits to ensure you’re taking full...

KNOW YOUR FINANCIAL ADVISER

Hallmarks of Pension Parameters include its expertise and personalized service, and, just as important, its total transparency in meeting clients’ needs and expectations. Knowing everything about clients and their operations is vital, of course, but the reverse is...