Retirement | Tax Insights

Entries in the ‘Retirement’ Category:

Retirement Plan Distributions – 2009

filed in Retirement on Nov.05, 2009

The virtual meltdown of the stock market in 2008 created a unique problem for many older taxpayers.
Generally, their IRAs, as well as their 401(k) and 403(b) plans and other employer-provided, defined contribution retirement plans are subject to required minimum distribution (RMD) rules for federal income tax purposes. Under these rules, account owners must withdraw minimum [...]

Tags: 401(k), 403(b), Casa Grande Tax, defined contribution retirement plans, depressed stocks, eligible retirement plan, employee provided plan, federal income tax libility, federal tax, IRAs, local tax, mutual funds, required minimum distribution amount, retirement account owners, retirement accounts, Retirement Plan Distributions, RMD, Rules, Scottsdale Tax, state tax, stock market, suspended RMD rules, taxable income, Tempe Tax

Health Savings Account (HSA’s) as a Retirement Tool

filed in Retirement on Sep.22, 2009

Health Savings Accounts are tax-advantaged accounts used in conjunction with a High Deductible Health Insurance Plan (HDHP). These types of plans are becoming more common among the health options employers are offering their employees, as well as an option for self employed individuals. As a participant in the HDHP, employees and employers can make contributions [...]

Tags: adjusted gross income, Arizona tax, Casa Grande Tax, contibutions, federal tax, HDHP, Health Savings Account, High Deductible Health Insurance Plan, HSA, local tax, Scottsdale Tax, state tax, tax free, Tempe Tax, withdraw

Tax Insights

Providing information on state, local, federal, estate & International taxation

Entries in the ‘Retirement’ Category:

Retirement Plan Distributions – 2009

Health Savings Account (HSA’s) as a Retirement Tool

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