I work for a community College and we have to contribute to a retirement plan called SURS. I am planning on quitting but don’t know what happens to my money? If the money actually paid in came out of your paycheck, then it’s yours, and cannot be taken away. If this is some kind of…

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Retirement Rollover Leaving your job because of retirement, termination or you found a new job and you don’t know what to do with your old retirement plan money? Is a retirement rollover possible? Should I do a retirement rollover? Then here are some things to think about. 1.       Should I leave my money with my…

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When you want to get started with financial planning the basics are the place to start. This article looks at the 3 Basic Buckets To Put Your Money. There are additional resource links at the end of this article. There are different places that you can put your money. None are right for every situation.…

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To calculate the rate of return on a Roth IRA, determine the current balance in the account, figure out the expected percentage rate, and use an anticipated time frame to make the calculation. Consult the financial institution that holds the Roth IRA for tools to help calculate the account with advice from a financial adviser…

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There are those days when we sigh out loud at the thought of living the easy life when we retire. But planning our retirement just might consist of more work than we expect, especially if we plan to retire with our significant other. You and your soul mate might have very different plans, like at…

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For indigenous English speakers, comprehension an insurance coverage written in English can be rather challenging. The insurance industry has a vocabulary all its own that sometimes needs explaining and translating into terms that lay folks can understand. The insurer’s agents possess been skilled to comprehend what these distinctive conditions indicate and how these folks can…

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The transitions from employment to retirement can seem daunting; exposing many personal, social, domestic and financial uncertainties. As a social institution, retirement implies the regulation of older workers’ withdrawal from the work force. As an experience, it refers to a multitude of life changes brought about by the decision to stop working. The picture of…

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My uncle technically retired from his job as single on March 5, 2009 with no designated beneficiary in his retirement plan. He married on March 10, 2009, but he died on March 15, 2009. What status should be followed in his retirement plan in order to determine the beneficiary? This is an Employees Retirement Plan…

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Well, the New Year is finally here and now it’s time to put into action all those great resolutions you made! Is this the year of the “new you”? For many of you that will include a new diet and a little more exercise to get in better shape. For others this may be the…

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