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Social Security
Official Web Site of the Social Security Administration
Soc. Security & Equivalent Railroad Retirement
..IRS Pub 915
Guide to Social Security Retirement Benefits
..Fairmark.com
Are Social Security Benefits Taxable?
..IRS
Taxable Social Security Calculator
..Fincalc.com
Helpful Articles On Social Security
..Analyzenow.com
2009 & 2010 Social Security Rate Fact Sheet
..SSA
Social Security COLA Adjustments By Year
..SSA
Social Security COLA and Medicare Part B Premium: Questions, Answers, and Issues
..Kaiser Family Foundation
When To Apply for Social Security
..About.com
How A Pension From Work Not Covered by SS Affects You
..SSA Pub 05-10045
How Work Affects Your Benefits
..SSA Pub 05-10069
Government Pension Offset (Spouse's Or Widow(er)'s Benefits)
..SSA Pub 05-10007
AARP Explanation of the Government Pension Offset
SSA's Social Security Handbook
Benefit Eligibilty Screening Tool
Social Security Benefits Planner
Apply Online For Benefits
Calculate Your Benefit Online
..SSA
SSA Benefit Calculator for Personal Computers
Reporting Back Pay & Special Wage Payments to the SSA
..IRS Pub 957
IRS Levy On Social Security Benefits
..Pub 4418
Living Outside The United States Explained
..SSA
U.S. International Social Security Agreements
..US Social Security Administration
National Committee to Preserve Social Security & Medicare
Social Security Reform: Treasury Briefs
The Social Security Fix-It Book
..Center for Retirement Research
Understanding Supplemental Security Income (SSI)
..SSA
Supplemental Security Income (SSI)
..SSA Pub 05-11000
Working While Disabled
..SSA Pub 10095
Disability Evaluation Under Social Security
..SSA Blue Book
Work Incentives For People With Disabilities
..SSA Red Book
Railroad Retirement
Official Web Site of the Railroad Retirement Board
Soc. Security & Equivalent Railroad Retirement
..IRS Pub 915
Federal Income Tax & Railroad Retirement Benefits
.. RRB
Earnings Limits, Tax Rates & COLA's
..RRB
RRB Guide to Railroad Retirement & Survivor Benefits
Railroad Retirement Annuity Formula Components (Tiers I & II)
..RRB
About Railroad Medicare
..RRB
Retirement Planning
Retirement Choices
..Prudential
Retirement Planning Websites: [
MyMoney.gov
] [
CNN Money
] [
Vanguard
] [
SmartMoney
] [
T Rowe Price
]
IRS Retirement Plans Navigator for Small Employers
Tax Guide For The Retiree
..IRS Pub 4190
Center For Retirement Research
..Boston College
Divorce & Retirement Accounts: See
Divorce
A word of caution:
Information on state taxes below may not always be current!
Taxes By State
..Retirement Living Info Center
State Tax Profile (Comparison Table)
..Bankrate.com
State Tax Profile (Select a State)
..Bankrate.com
State Taxation of Pension & Retirement Income As of 6/15/10
..RPEA.org
Retire Early Home Page
Should You Carry A Mortgage Into Retirement
..Center for Retirement Research
AARP Publications Addressing Retirement Planning Topics
State Retirement System Web Sites
..Calhoun Law Group
Consumer Pension Plan Info
.. Pension & Welfare Benefits Administration
Information On Reverse Mortgages
..AARP
Estate Taxes & Estate Planning
Rollovers
Rollovers of Retirement Plan Distributions
..IRS
Rollover From & To Chart
..IRS
FAQs Relating to Waivers of the 60-Day Rollover Requirement
..IRS
Rolling Over Retirement Accounts
..SmartMoney.com
Should You Rollover Your 401(k)?
..Kiplinger.com
FAQs On Rollovers
..Phoenix Companies
Common IRA Rollover Mistakes
..Investopedia.com
New IRA Rollover Rules for Nonspouses
..SmartMoney
Inheriting an IRA From a Spouse
..Fidelity
Calculators
Retirement Planner
..CNN Money
Retirement Savings & Planning
..CCH
Retirement Calculator
..US News
SEP-IRA Calculator
Analyze Now! (Click On Free Programs)
..Analyzenow.com
Calculator: RMD Rules
..Calctools.com
401(k) NUA Calculator
..Mortgageloan.com
Required Minimum Distributions
Minimum Required Distributions Suspended for 2009
IRS Guidance on 2009 Required Distributions
..IRS Notice 2009-82
RMD Rules for IRAs
..newrmd.com
Final Regs (All Except Defined Benefit Plans)
..T.D. 8987 (4/17/02)
Final Regs (Defined Benefit Plans)
..T.D. 9130 (6/14/04)
Minimum Distribution FAQ
..72t.net
IRS FAQs on RMDs (2002 Regs)
Reasonable Cause Can Waive Penalties for Missed RMD
RMD Calculators: See Above Category
Early Withdrawals
Understanding IRC Sec. 72(t) and Early Distributions
..72t.net
Revised Rules for Early Withdrawals (Substantially Equal Periodic Payments)
..IRS Rev Rul 2002-62
FAQs On Rev Rul 2002-62 (Above)
Tax On Early Distributions from Retirement Plans
..IRS Tax Topic 558
Tax On Early Distributions From IRAs
..IRS Tax Topic 557
Withdrawing Money Before Age 59 1/2
..Retire Early Home Page
ABCs of Loans & Hardship Distributions
..IRS
IRS Guidance
Recent Tax Changes
..IRS
IRS Published Guidance on Retirement Plans
IRS Guidance Pension Protection Act of 2006
..Notice 2007-07
Pension & Annuity Income
..IRS Pub 575
General Rule for Pensions & Annuities
..IRS Pub 939
Tax Guide For The Retiree
..IRS Pub 4190
Tax Guide to U.S. Civil Service Retirement Benefits
..IRS Pub 721
Retirement Plans for Small Business
..IRS Pub 560
Individual Retirement Accounts
..IRS Pub 590
§403(b) Plans
..IRS Pub 571
IRS Online Resource Guide to Retirement Plans
IRS FAQs on TSAs
Choosing A Retirement Solution for Your Small Business
..IRS Pub 3998
Employee Benefits Regulations
..BenefitsLink, Inc.
IRS Final Regs (Sec. 408A) for Roth IRAs
..BenefitsLink, Inc.
How The States Have Reacted to Estate Tax Changes
..2004 Study
State Taxation
State Taxation of Pension & Retirement Income As of 6/15/10
..RPEA.org
Taxes By State
..Retirement Living Info Center
Distributional Analysis of The Tax Systems in All 50 States (Nov. '09)
..Inst. on Taxation & Economic Policy
Individual Retirement Accounts
IRA Basics
..Yahoo! Finance
An IRA Primer
..Smartmoney.com
Individual Retirement Accounts
..IRS Pub 590
Recent Tax Changes
..IRS
Present Law & Analysis of IRAs
..JCT 6/08
How IRA Distributions Are Taxed
..New York Life
Deemed IRAs (aka Sidecar IRA)
..401khelpcenter.com
Deemed IRAs: Final Regulations
Tax On Early Distributions From IRAs
..IRS Tax Topic 557
Buying Real Estate In Your IRA
..Realtor Magazine
Roth IRAs
Tax Guide to the Roth IRA
..Fairmark Press
Roth IRA Web Site
..RothIRA.com
Roth Retirement Accounts
..Michael Gray, CPA
Roth IRA Guidance
..IRS Notice 98-50
More Roth IRA Guidance
..IRS Ann 99-18
IRS Final Regs (Sec. 408A) for Roth IRAs
..BenefitsLink, Inc.
Roth IRA vs Traditional IRA Calculator
..Moneychimp.com
Also See
Roth 401(k) Plans
Traditional, SEP & SIMPLE IRAs
What Your IRA Beneficiary Should Know
..Vanguard Group
Withdrawing Money Before Age 59 1/2
..Retire Early Home Page
Revised Rules for Early Withdrawals (Substantially Equal Periodic Payments)
..IRS Rev Rul 2002-62
IRS Form 5329
- Additional Taxes (10% Penalty)
IRS Form 8606
- Nondeductible IRAs, Conversions & Recharacterizations
Guide To Understanding IRA Fees
..mPower.com
Simplified Employee Pensions (SEPs)
..Labor Dept
SEP-IRAs
..SEPIRA.com
What is a SEP?
..Fidelity
SIMPLE IRA Plans for Small Businesses
..IRS Pub 334
IRS FAQs On SIMPLE IRAs
SIMPLE IRAs
..IRS
SARSEP Employee Pensions
..IRS Pub 4336
SARSEP-IRAs
..Janus
Pensions
Published Guidance
..IRS
Pension & Annuity Income
..IRS Pub 575
How Pension and Annuity Distributions Are Taxed
..About.com
Basic Types of Retirement Plans
..CCH Toolkit
General Rule for Pensions & Annuities
..IRS Pub 939
Tax Guide to U.S. Civil Service Retirement Benefits
..IRS Pub 721
Federal Retirement Programs
..US OPM
Federal Thrift Savings Plan (TSP)
Retirement Plans for Small Business
..IRS Pub 560
Maximum Retirement Benefits and Contributions Limits: Multiple Years
..Calhoun Law Group
Pension Plan Limits by Year
..401khelpcenter.com
Pension Plan Limitations for 2010
..IRS IR 2009-094
Pension Plan Limitations for 2009
..IRS IR 2008-118
Qualified Domestic Relations Orders (QDRO) & Pensions
..Labor Dept
Present Law: Tax Incentives for Retirement Savings
..JCT
What You Should Know About Your Pension Rights
..Labor Dept.
ConsumerPension Plan Info
.. Pension & Welfare Benefits Administration
Choosing A Retirement Solution for Your Small Business
..IRS Pub 3998
SIMPLE IRA Plans for Small Businesses
..IRS Pub 334
Finding A Lost Pension
[
How To Search
] [
Search the PBGC
] [
Mergers & Acquisitions
]
[
Abandoned Plan Search
] [
Pension Rights Centers
]
Requirements of ERISA
..CCH ToolKit
Annuities & Life Insurance
Pension & Annuity Income
..IRS Pub 575
General Rule for Pensions & Annuities
..IRS Pub 939
Basics of Annuities
..USBoomers.com
Annuity Basics
..TotalReturnAnnuities.com
Compare Annuity Rates
..FreeAnnuityRates.com
What You Should Know About Variable Annuities
..S.E.C.
Taxes & Annuities
..Motley Fool
Deducting Annuity Losses
..Motley Fool
[Read With Caution!]
Section 1035 Tax Free Annuity Exchanges
..Webannuities.com
Insurance Company Ratings
..A.M. Best
Modified Endowment Contracts
..SaveWealth.com
Taxation of Life Insurance Proceeds & Accelerated Death Benefits
..IRS Pub 525
Tax Consequences of Surrendering or Selling Life Insurance Contracts
..IRS Rev. Rul. 2009-13
Tax Consequences of Purchasing Life Insurance Contracts
..IRS Rev. Rul. 2009-14
Social Security Actuarial Tables
Taxation of Accelerated Death Benefits & Viatical Settlements
..WorldWideWeb Tax
Pensions By Type
Choosing Among §§401(k), 403(b) & 457 Plans & Deemed IRAs
..Calhoun Law Group
401(k) Plans
Smart Money Guide to 401(k) Plans
All About 401(k) Plans
..Fidelity
401(k) Plans for Small Businesses
..IRS Pub 4222
401K Help Center
401k Retirement Information
..Research401k.com
Tax Considerations When You Inherit a 401(k)
..401khelpcenter.com
401(k) Hardship Withdrawals
..IRS
FAQs Regarding Roth 401(k) Contributions
..IRS
Roth 401(k) Final Regulations
Roth 401(k) Plans
[
Roth401k.com
] [
About.com
]
Understanding the Roth 401(k)
..SmartMoney
Roth Retirement Accounts
..Michael Gray, CPA
403(b) Plans
§403(b) Plans
..IRS Pub 571
IRS FAQs on TSAs
403(b) Plans
..Sensible Investor
Roth 403(b) Plans
..Money-zine.com
457 Plans
How A §457 Plan Works
..Hinklaw.com
457 Plans
..457Info
Nonqualified Deferred Compensation Plans
..Hinklaw.com
Demystifying the 457(b)
..457Bwise.com
Internal Revenue Code §457
Keogh Plans
What's A Keogh Plan
..CNN Money
Keogh (HR 10) Plans
..CCH ToolKit
Guide to Keoghs
..TIAA-CREF
Defined Benefit Plans
Defined Benefit Pension Plans
..IRS
Perks Of The Solo Defined benefit Plan
..SmartMoney.com
An Analysis of Frozen Defined Benefit Plans
..PBGC.gov
Your Guaranteed Pension
..PBGC.gov
ESOPs
Comprehensive Overview of Employee Ownership Plans
..Nat'l Center for Employee Ownership
What Is An ESOP?
..AllBusiness.com
Company Stock Choices When Leaving Your Job
..401KHelpCenter.com
Other Information
Tax Guide for Seniors
..IRS Pub 554
Credit for the Elderly & Disabled
..IRS Pub 524
Section 8 Rental Assistance
..HUD
Benefits Checkup for Those Over Age 55
..Nat'l Council on Aging
State Retirement System Web Sites
..Calhoun Law Group
National Senior Citizens Law Center
Medicare & Medicaid
Medicare Official Website
..Medicare.gov
Medicaid Official Website
..Health & Human Services
Overview of Medicare & Medicaid
..ElderNet
Medicare Qs & As
..Medicare Rights Organization
Medicare Resources
..kff.org
About Railroad Medicare
..RRB
Medicare
..Wikipedia
Medicaid
..Wikipedia
Long Term Care
National Clearinghouse for Long-Term Care Information
JCT Overview of Long-Term Care Tax Rules
Nursing Home Companion
..Bet Tzedek
Assisted Living Companion
..Bet Tzedek
Caregiver Companion
..Bet Tzedek
Medi-Cal Planning
..BayAreaElderLaw.com
Tax Definition of Qualified Long-Term Care Services
..IRC Sec. 7702B(c)
Are Payments to Assisted Living Facilities Deductible?
..Bacon Wilson, PC
Information on Long-Term Care Contracts & Services
..IRS Pub 502
Long-Term Care Insurance Tax Incentives Offered by States, 2008
Long-Term Care Insurance Information
..NY State Office of Aging
Long Term Care Insurance Resources, Information, Quotes & Cost Data
..CompleteLongTermCare.com
Information on Long-Term Care Insurance
..LTCinsurance.Com
LTC Insurance Calculators
..SmartMoney.com
Microsoft Security Bulletins
Apple Security Updates
Child Safety on the Internet Highway
..Larry Magid
National Center for Missing and Exploited Children
Information on Organ Donation
..Coalition on Donation
Suicide Prevention Center
Internet Crime Complaint Center
..FBI
Information on Identity Theft
..FTC
Virus Hoaxes & False Alerts
Rumors & Hoaxes
..TruthorFiction.com
Various Security Forums
..Spywareinfo.com
Online Forums Supporting Windows Users
..Aumha.net
Amnesty International USA
American Civil Liberties Union
International Tracing Service
New Mexico Taxation & Revenue Dept.
New Mexico Bureau of Elections
New Mexico's Blue Book of Information
New Mexico State & Local Government Services
Welcome to Santa Fe
New Mexico Tourism department
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