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This newspaper page contains 3 articles. Subscribers can read the full text of each article.
Newspaper
Aiken Standard
Location
Aiken, South Carolina, United States of America
Date
Jan 01, 2012
Page
9
The article discusses shifting regulations ending many defined benefit plans and urges acceleration of 401(k) contributions. It suggests maximizing employer matches, or building personal IRAs if no qualified plan exists, with guidance on funding limits and asset selection. It notes favorable capital gains but advises age or income rules for contributions.
A financial planning note outlines using stocks for growth in younger investors, allocating inflation linked bonds in IRAs, and using IRA funds to diversify within company 401(k) plans. It covers Roth conversions to avoid RMDs, naming beneficiaries by percent, and avoiding high cost refund anticipation loans with a teaser for next week. Greg Roberts, a certified financial planner with 35 years of experience, invites questions via email.
The Eagles Network announces a Dance Ministry Training for the South Carolina and CSRA region starting Saturday January 14 at Mt. Transfigura on Churchard Road North Augusta. For details call 215-5589 or email Landral.
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