Archive for September, 2006

401(k) plan beneficiaries get a tax break

Wednesday, September 27th, 2006

Kids and unmarried partners now have an easier path to inheriting 401(k) money, but but they must follow the new rules exactly or face a big tax bite.

Is it time to lengthen your CD ladder?

Wednesday, September 27th, 2006

It may be now that the Fed has quit raising rates.

CD Rate Trend Index

Wednesday, September 27th, 2006

Bankrate’s expert panel predicts where rates are headed on certificates of deposit.

The dangers of debt consolidation

Wednesday, September 27th, 2006

Tired of juggling all those bills? One big loan can pay off many little ones, but there are pros and cons to repackaging your debt.

Maximizing 401(k) savings

Wednesday, September 27th, 2006

By funding your 401(k), you are saving the income tax that you would otherwise have had withheld from your paycheck.

Retirement savings envy

Wednesday, September 27th, 2006

Don’t beat yourself up if you’re doing all that you can, says Dr. Don.

Giving IRA money to charity

Tuesday, September 26th, 2006

It’s no windfall, but it does offer some advantage, says CPA George Saenz.

Fame & Fortune: Robin Cook

Tuesday, September 26th, 2006

Workaholic doctor-author, who launched his writing career with the novel “Coma,” says money was never a goal.

Guide to military survivor benefits

Tuesday, September 26th, 2006

Bereaved family members get assistance, both financial and legal.

Money transfer delay means lost interest

Tuesday, September 26th, 2006

Moving money between accounts may take time, but it’s covered by federal regulations and completely legal, says Dr. Don.