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Page 2 of 4

In Your 50s? A Second Career May Be the Thing

By Jim Blankenship

Your best alternative in retirement may be to keep working. But you can do something you enjoy.

07:15AM 06/24/11

In Your 50s? Talk About Your Plans

By Jim Blankenship

Financial plans should not be made in a vacuum. You owe it to your future beneficiaries to discuss yours.

07:15AM 06/09/11

In Your 40s? Take Retirement Prep Quiz

By Jim Blankenship

It's time to develop and implement a retirement strategy, and that starts with a few questions.

07:15AM 05/18/11

In Your 40s? Avoid the IRA 'Double Tax'

By Jim Blankenship

Heirs might dodge a double tax a couple of ways, including by you planning distributions to them.

07:15AM 05/05/11

QDRO Rules Use of 401(k) in Divorce

By Jim Blankenship

The Qualified Domestic Relations Order set rules for partners and penalties on 401(k) withdrawals in a divorce.

08:00AM 04/27/11

Young Investors Must Put Career First

By Jim Blankenship

Your career is your most powerful investment you can make.

07:15AM 04/19/11

The Nondeductible IRA Is a Bad Idea

By Jim Blankenship

Don't subject your investments to a higher tax rate when you don't need to.

07:30AM 04/12/11

Don't Fall for Fake 401(k) Diversification

By Jim Blankenship

Just because your investments are split doesn't mean you are diversified.

07:15AM 04/08/11

Have Choice of Social Security Spousal Benefits

By Jim Blankenship

Social Security spousal benefits can go from lower-earning partners to higher-earning as well as vice versa.

07:30AM 03/28/11

How to Handle Another QCD Mess

By Jim Blankenship

Retirees acted as expected on tax changes affecting charitable distributions from their IRA. Then the ground shifted.

07:30AM 03/21/11

Page 2 of 4

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