LoVail L. Jankord, CPA
Practicing In The Area Of Small Business Spanish & English Accounting & Tax Services (763)-525-0123
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Retirement
Retirement Planning
Articles
Health care issues
Buying supplemental health insurance--Medigap
Coordinating long-term care insurance with government benefits
Health insurance in retirement
Medicare
Should you buy long-term care insurance?
Understanding long-term care insurance
Housing issues
Housing options for older individuals
Your home as a source of dollars in retirement
Saving for retirement
Annuities and retirement planning
Borrowing or withdrawing money from your 401(k) plan
Choosing a beneficiary for your IRA or 401(k)
Closing a retirement income gap
Deciding what to do with your 401(k) plan when you change jobs
Estimating your retirement income needs
Evaluating an early retirement offer
Retirement planning--the basics
Saving for retirement and a child's education at the same time
Taking advantage of employer-sponsored retirement plans
Understanding defined benefit plans
Understanding IRAs
What to do after you've been automatically enrolled in your company's retirement plan
Decision Tools
401(k) plans
401(k) plans
Individual 401(k) Illustration
Should you save in a 401(k) or a Roth IRA?
Health care issues
Medicaid eligibility for nursing home care
Medicare figures at-a-glance
Medicare, Medigap, and Medicaid
IRAs
Comparison of traditional IRAs and Roth IRAs
IRA eligibility flowchart: 2004
IRA eligibility flowchart: 2005
Roth IRA future value calculator
Roth IRA: how much can you contribute in 2004?
Roth IRA: how much can you contribute in 2005?
Traditional IRA future value calculator
Traditional IRA required minimum distribution illustrator
Traditional IRA: how much can you contribute and deduct in 2004?
Traditional IRA: how much can you contribute and deduct in 2005?
Retirement planning basics
Building an investment portfolio
Consumer price index inflation calculator
Growth of annual deposits calculator
How taxation can affect your retirement funds
Investing for retirement
Net worth calculator
Personal cash flow worksheet
Saving for your retirement
What is your risk tolerance?
FAQs
Employer-sponsored retirement plans
Can I roll a retirement plan distribution into an IRA?
Can I still have a traditional IRA if I contribute to my 401(k) plan at work?
Does the federal government insure pension benefits?
How can I plan for retirement if my employer doesn't offer retirement benefits?
I teach at a school that has a 403(b) plan. Is this type of plan a good way to save for retirement?
My company has a profit-sharing plan. How do these plans work?
Should I contribute to my 401(k) plan at work?
Should I use my 401(k) to fund my child's college education?
What are my options if I inherit an IRA or employer-sponsored plan?
What does the term "qualified plan" mean?
What is vesting?
Evaluating an early retirement offer
Should I accept my employer's early retirement offer?
Health care issues
Can I deduct premiums paid for long-term care (LTC) insurance?
How can I pay for nursing home care?
How can I tell if a nursing home provides high-quality care?
How do I enroll in Medicare?
How does Medicare+Choice work?
Should I buy long-term care insurance?
What is long-term care insurance?
What is Medigap?
Housing issues
I'm having a hard time selling my home. Should I take out a reverse mortgage?
I'm retired now and own my home outright, but I need money to live on. How can I use my home to raise some money without selling it?
My husband just died. Should I accept my daughter's offer to move in with her?
IRAs
Can I avoid the 10 percent penalty tax for early withdrawals from a traditional IRA?
Can I contribute to a Roth IRA?
Can I roll a retirement plan distribution into an IRA?
Can I set up a traditional IRA?
Can I shift my traditional funds to a Roth IRA?
Can I still have a traditional IRA if I contribute to my 401(k) plan at work?
Can I take money from my IRA without any penalty?
I need money--can I take funds from my IRA?
It's January, and I forgot to contribute to my IRA. Is it too late?
Should I invest in a Roth IRA or a traditional IRA?
Should I withdraw money from my IRA to pay for my child's college tuition?
What are my options if I inherit an IRA or employer-sponsored plan?
What are required minimum distributions and how are they calculated?
What are the rules for IRA contributions?
What's a premature IRA distribution, and what happens if I make one?
Saving for retirement
How aggressive should I be when I invest for retirement?
How can I plan for retirement if my employer doesn't offer retirement benefits?
How can we possibly save for retirement and our child's college education at the same time?
How late is too late to start saving for retirement?
How much money should I save for retirement?
How should I structure my retirement portfolio?
I think it's time to start planning for retirement. Where do I begin?
What are catch-up contributions?
What should I do if I determine that my income during retirement won't be enough to meet my retirement expenses?