The first thing you need to know about your 2011 IRA is that the final contribution deadline doesn’t happen until 2012. The IRS allows you to contribute to the previous year up until the normal federal tax deadline. Typically, this falls on April 15th, but because that falls on a Sunday this tax season, the [...]

What’s new with Roth IRA rules in 2012? Be sure to bookmark this page for reference. First, let’s recap the Roth IRA maximum contribution limits. These vary depending on your age, and the 2012 rules haven’t changed significantly since the 2011 Roth Income Limits. Basically, if you are under fifty in 2012, the most the [...]

Are you wondering how to open a Roth IRA, but not sure where to start? Everyone knows you should save for retirement and open a Roth IRA account, but so few of us actually do. The reason…perhaps it’s too difficult or you lack the information. Or perhaps it’s too time consuming or too costly. Whatever [...]

Do you know your Simple IRA contribution limits for 2011 and 2012? They are much different than your standard IRA contribution rules. When people contribute to a Simple IRA, as opposed to a Roth IRA contributions or traditional account they do so through employer contributions and contributions involving reductions in salaries. Simple IRA contributions can [...]

401k Contribution Limits 2011 – 2012

October 19, 2010

New IRS Rules for This Year. 401k contribution limits and withdrawal rules are changing both in the years 2011 and 2012. This is important because 401ks, along with Roth IRAs, are the most popular retirement savings plans. These types of retirement plans are have similarities to regular IRA limits in that they plans are administered [...]

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Roth IRA Income Limits for 2011

September 20, 2010

This article covers 2011 Roth IRA income limits for contributions. For 2012, see the article 2012 Roth rules. As it turns out, 2011 is a big year for IRAs because of a current rule that allows for rollovers from traditional IRAs to the more desirable Roth IRAs. For this reason, it is important to know [...]

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SEP IRA Contribution Limits 2011-2012

August 26, 2010

SEP IRA contribution limits for 2011 and 2012 are changing. SEP’s are Simplified Employee Pension (plans).  You can benefit from a SEP IRA if you own a small business or are self-employed.  The federal government rules let you use an SEP plan as an easy way to contribute to your employees’ retirement savings or your [...]

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5 IRA Mistakes that Cost You Money

August 6, 2010

In July of 2011, the Worker’s Retirement Institute reported that the average value of IRAs (Individual Retirement Accounts) in the United States fell to less than $28,000 – the lowest number in a decade. This means Americans, some unemployed, must work even harder to pay for their retirement. The sad part is that most people’s [...]

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Traditional IRA Limits for 2011 & 2012

July 2, 2010

Essential Information for 2011/2012. Do you know someone with a traditional IRA? Be sure to bookmark this page for reference. The rules governing your maximum IRA income limits for 2011 & 2012 vary based on the type of IRA you have, your income and your filing status. It’s important to note that this is not [...]

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