Bogus labels hurt retirement planning

Quinn, Richard D.
December 2000
Employee Benefit News;Dec2000, Vol. 14 Issue 14, p9
Explores how generalizations, presumptions and labels affect the employee retirement and savings policies of a company. Impact of political correctness on employers' retirement planning strategies; How marriage can influence labels about retirement planning; Effect of the designation of working or wealthy labels to people in the United States on retirement savings rates.


Related Articles

  • Roth conversions after 70 1/2:: Some seniors face obstacles. Slott, Edward A. // CPA Journal;Aug98, Vol. 68 Issue 8, p70 

    Describes a problem encountered by individual retirement account (IRA) owners who have passed their required beginning date (RBD) for mandatory distributions from IRAs in the United States. Limitations concerning traditional IRA conversion to Roth IRAs; Proposed legislation regarding Roth IRA...

  • How Many Roth IRAs Does a Taxpayer Need? Auster, Rolf // National Public Accountant;Nov99, Vol. 44 Issue 9, p26 

    Deals with the number of Roth individual retirement accounts (IRA) a taxpayer needs to maintain in the United States. Factors that led to the popularity of Roth IRA; Factors which may influence the optimal number of Roth IRA to be maintained; Reasons for having more than one Roth IRA.

  • Preserving IRA and retirement plan assets: Planning techniques for individuals. Dottavio, Philip // Ohio CPA Journal;Apr-Jun98, Vol. 57 Issue 2, p17 

    Offers guidelines for individuals attempting to preserve Individual Retirement Account (IRA) and retirement plan assets. Requirements of IRAs and retirement plans; Factors which should be considered by accountants when handling retirement accounts; Advantages of IRAs and retirement plans.

  • Understand Your IRA Choices. Jones, Edward // Women in Business;Mar/Apr99, Vol. 51 Issue 2, p40 

    Offers information on the choices in retirement planning in the United States. Comparison between the Roth individual retirement account (IRA) and the traditional IRA; Reason for the reluctance of younger workers to contribute to IRA; Advantages of both Roth IRA and the traditional IRA.

  • IRA is still a great vehicle for saving retirement funds.  // Hudson Valley Business Journal;3/18/96-03/25/96, Vol. 6 Issue 49, p25 

    Discusses the benefits of individual retirement accounts (IRA) as a vehicle for saving retirement funds. Concerns of Americans about tax reform and its implications for their investments; Maximization of tax-deferred retirement savings; Regular contribution to the IRA; Importance of stock...

  • Is a SIMPLE IRA the retirement option for you? Fiore, Len // Westchester County Business Journal;7/26/99, Vol. 38 Issue 30, p17 

    Reports on the need for business enterprises to upgrade their performance using intelligent choice of retirement plan option. Consideration of the incentive match plan for employees (SIMPLE) Individual Retirement Account (IRA).

  • Give your retirement plan a boost with an IRA. Benporat, Joseph // Business Press;1/26/96, Vol. 8 Issue 39, p12 

    Recommends individual retirement accounts (IRA). Tax-deferred compounding; IRA as a type of savings account for annual contributions specifically earmarked for retirement; Deferment of taxes on interest, dividends and capital gains.

  • Advocate IRAs in Members' Tax Plans. Zuehlke, Dennis // Credit Union Executive Newsletter;11/20/2000, Vol. 26 Issue 37, p1 

    Informs credit union members about important year-end individual retirement account (IRA) strategies to help them enjoy a more secure retirement and help credit unions secure more stable long-term IRA deposits in the United States.

  • The importance of an IRA. Santiago, Juan Jose // Caribbean Business;4/6/2000, Vol. 28 Issue 13, pS4 

    Focuses on the importance of individual retirement accounts (IRA) for people planning for retirement in Puerto Rico. Individuals' need for financial plans; Use of IRA in maintaining economic lifestyle after retirement; Tax benefits of IRA.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics