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Page 3 of 4

IRA Charitable Contributions Back for Now

By Jim Blankenship

Those 70.5 and older just have to wait and see if this provision will be extended to 2012 and beyond.

06:30AM 03/14/11

How to Avoid the Underpayment Penalty

By Jim Blankenship

If you don't withhold enough from your pay, the IRS will assess a penalty, but there are ways to avoid the problem.

07:30AM 03/04/11

Don't Forget Social Security in Roth Conversion

By Jim Blankenship

A small conversion can cause a huge swing in tax. There's a simple -- but painful -- way to ensure it doesn't happen.

07:30AM 03/01/11

A 401(k) Can Be Penalty Free Before Age 59.5

By Jim Blankenship

A little-known section of the IRS code can be a real dandy if you happen to fit the requirements.

07:30AM 02/16/11

File, Suspend Gets Spouses Most SSA Benefits

By Jim Blankenship

If a couple can wait to get Social Security benefits, the file and suspend technique ensures the maximum reward.

08:00AM 02/08/11

11 Exceptions to IRA Early Withdrawal Penalties

By Jim Blankenship

The pain of the 10% penalty to use an IRA early can be bypassed, but mainly in painful circumstances.

07:30AM 01/27/11

Know Where to Look to Gauge Financial Health

By Jim Blankenship

There are different kinds of assets to consider when gauging financial health, and fallacies to get over.

07:30AM 01/19/11

Rollover Basics Start With 'Just Do It'

By Jim Blankenship

Leave an account with a former employer and you effectively hand over control of your money.

07:30AM 01/12/11

A Crash Course in Basic Retirement Planning

By Jim Blankenship

When 60% of workers say they are behind schedule in saving for retirement, it's time to go back to the basics.

07:30AM 01/05/11

8 Steps to Real Debt Consolidation

By Jim Blankenship

Consolidating debt into "one low payment" doesn't address the real problem: Spending. This plan does.

07:30AM 12/27/10

Page 3 of 4

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