Exceptions to Early Distribution Penalties
Most people who have retirement accounts--either IRAs or qualified plans through an employer--understand the importance of leaving these funds untouched u... Read story
Financial Planning
Shopping for Retirement
Oct 21, 1999
It's not easy to find retirement plans suitable for entrepreneurial companies. Ask Brooke Dickinson, the president of Ditco, aKent, Wash.... Read story
Top Myths about Retirement Plans
Nov 17, 1999
1. You cannot take money out of your 401(k) plan until you retire. Most 401(k) plans allow you to borrow money from the plan. Some... Read story
Ira's And Sep's: Retirement Plans Made Easy
New changes in the lawmake payroll-deduction Individual Retirement Accounts and Simplified Employee Pensions a corporate option worth considering. Read story
Financial Services Associations
By Carole Matthews | Jan 29, 2001
Industry-specific associations can help you research hard-to-find details about the industry you're in and offer valuable networking opportunities with bu... Read story
How An Employee Perk Can Be A Tax Advantage
By Eli Karson | Dec 1, 1982
One small company owner, with a preference for profit-sharing, ended up with a pension plan instead. Read story
What's New for 2004
By Barbara Weltman | Apr 1, 2004
April 15, 2004, is the due date for the first installment of estimated tax--something that sole proprietors and owners of pass-through entities should not... Read story
Pay Now, Learn Later
By Ira Carnahan
You can protect yourself against college tuition hikes. But the scheme backfires if your kid goes to the state university By now you probably kno... Read story
Do-It-Yourself Aid
Is college around the corner? Families too wealthy for need-based aid are turning to the tax code to help pay the bill. Ashley Young, 18, is begi... Read story
The January Effect
It's not too late--or too early--to do a little tax planning. Yes, even in January, there are a few smart moves left for the previous year's taxe... Read story
Budget Deficit
The phrase, "budget deficit," is normally applied to situations where, at the end of a calendar or fiscal year, a public entity turns out to have spent mo... Read story
Financial Planners
Financial planners are individuals who advise both people and companies about how to invest their assets. Most financial planners are professionals who he... Read story
401(k) Plans: Approach With Caution
By Donna Sammons | Sep 1, 1983
401(k) plans allow employees to put away a portion of their earnings for retirement and avoid taxation until the money is withdrawn. But the problems associa... Read story
Who's Who In Financial Planning
Oct 1, 1983
Certified Financial Planners (CFPs) are financial-services professionals who have passed a series of courses offered by the College for Financial Planning... Read story
Your Money;
By John Case | Oct 1, 1983
You may have noticed that there are any number of people who are willing, for a modest fee, to help you manage your money and accumulate assets. Bankers a... Read story
Excuse Me, But My Stocks Are Beeping
By Abby Solomon | Dec 1, 1983
Nervous about your investments? A device called Pocket Quote Receiver lets you monitor your portfolio 16 hours a day, seven days a week. About the s... Read story
Iras: Better The Second Time Around
Jan 1, 1984
The ads came fast and furious. "Open Your IRA Now!" "Only Two Days Left!" Right up to April 15, 1983, the last day most people could open an individual re... Read story
Credit Where Credit Is Due
By J.F.P. | Jun 1, 1984
In a society where credit cards are as essential as folding money, H. David Meyers has become a savior for thousands of students, divorced people, artists... Read story
Finding An Investment Manager
By John Case | Jul 1, 1984
Scouting good investment managers Saving for your children's college costs Read story
Making The Most From Your Computer
By Rod E. Packer | Aug 1, 1984
Keep track of your investments with a computer What do insiders know that the rest of us don't? Read story
Super Trouble For Super Iras
Jan 1, 1985
Thousands of owners of closely held businesses who have made contributions to so-called super individual retirement accounts may be in for a rude shock fr... Read story
Capital;
Jul 1, 1986
Looking for equity investors? William Scheurer thinks he has identified a whole new breed. His company, HB Harbinger Service Inc., is underwriting its o... Read story
The 401(k): Now You See It, Now You Don't
Sep 1, 1987
The 401(k) used to be a tool for executives interested in saving for their retirement, allowing them to salt away as much as $30,000 a year, tax deferred.... Read story
Benefits: Growing Numbers
By Inc Staff | Dec 1, 1989
Chart showing the increase in 401(K) retirement plans offered by small companies between 1984 and 1988. Read story
Beyond the 401(k)
By Jill Andresky Fraser | Jul 1, 1990
The benefits of the state-of-the-art executive compensation plan known as the 401(k) wraparound. Read story
Missed Opportunities
By Jill Andresky Fraser | Nov 1, 1990
How small company executive compensation packages pale in comparison to large company plans. Read story
The Rewards of 401(k)s
By Jill Andresky Fraser | Jun 1, 1991
Coopers's Lybrand booklet on 401(k) plans. Read story
Building a Successful 401(k)
By Jill Andresky Fraser | Oct 1, 1991
Helping employees to reap the most benefits from their 401(k) plans. Read story
Communicating Benefits by Video
By Jill Andresky Fraser | Nov 1, 1992
Purchasing a customized video to explain benefits changes to employees. Read story
Benefits and Quality
By Ellyn E. Spragins | Dec 1, 1992
Chart depicting how incentive structures of motivated and unmotivated companies improve work quality. Read story
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