Social Security Benefits Payee Rules If someone receiving Social Security retirement, disability or supplemental security income benefits is institutionalized, or unable to handle his money, he may have a representative payee handle ...Read More
How to Withdraw From a SEP IRA Contributions to a SEP-IRA come directly from the employer. In fact, the company can put up to 25 percent of your salary into a SEP. When it comes to withdrawals, however, the rules are identical to ...Read More
Who Is an IRA Transfer Custodian? An IRA custodian is a bank or qualifying financial institution responsible for managing retirement accounts for individuals. In a situation where funds are being transferred between eligible ...Read More
Tax Breaks on IRA Deposits Individual retirement accounts qualify for several tax benefits. Unlike employer plans, the contributions aren't taken out of your paycheck, so you must proactively claim the tax breaks on your tax ...Read More
Tax Guidelines for Seniors The golden years should bring enough leisure time to enjoy life, as well as some useful tax benefits. Unfortunately, preparing the annual tax return will remain a necessary chore as your retirement ...Read More