Tag Archives: SEP-IRA

2015 Tax Advice New Filers Can Use From Intuit

logo_of_the_internal_revenue_service-svgWhen I filed my taxes for the first time, I didn’t have Turbotax or any other program to help me out. It was a very intimidating and scary process for me and I was constantly worried about messing up and having to pay a penalty to IRS. Filing for taxes is an easy job if you are aware of what you need to do. The following are some of the tips that you can use as a first time tax filer:

The first thing that you need to do is to organize all your files and documents. Have all … Read the rest

401k Investors Want Help With Asset Allocation Strategies.

This article will focus on 401k plan participants expressed desire for help with asset allocation strategies; but, with a twist.

The author just finished reading a white paper prepared by ING Retirement Research Institute released on 3/31/2011. The title of the report is “Shedding Light on Retirement.” 2,600 401k plan participants were surveyed by the Boston Consulting Group on behalf of ING. One commentator took the report and proclaimed that the report indicated plan participants wanted help from their employers with asset allocation strategies. In fact 89% of the respondents said this was the help they wanted.

This is why … Read the rest