Back to Susquehanna.net
Blog Authors
Get In Touch
Have a question about your account or service with Susquehanna? Call us at
Tag Archives: IRA
December 6, 2011 9:30 AM
What happens to an IRA when it is inherited by the account owner’s children? Myth: The account is gobbled up in a combination of estate taxes and income tax. Reality: Under present regulations that allow for a $5 million exemption Continue Reading »
Tags: Inherited IRA, IRA, IRA estate taxes
Posted in Financial Education, Reaching Retirement Leave a comment
Posted in Financial Education, Reaching Retirement Leave a comment
April 14, 2011 8:35 AM
Are you looking for a way to get your children or grandchildren introduced to saving and investing? If so, I have a strategy for you to consider. It may also help them to build a nest egg that will give Continue Reading »
Tags: Financial education, IRA, Kids and money
Posted in Financial Education, Reaching Retirement Leave a comment
Posted in Financial Education, Reaching Retirement Leave a comment
March 10, 2011 9:00 AM
Congratulations, you’ve written a powerful resume, and you’ve been selected to audition for your dream job. What are the next steps to turn the dream into a reality? Here are a few pointers about job interviews and transition issues that Continue Reading »
January 18, 2011 4:00 PM
A study by the Center for Retirement Research at Boston College concluded that Americans need to focus more on investment savings. It revealed that as of 2009, 41% of early Baby Boomers, 48% of late Boomers and 56% of Gen-Xers Continue Reading »
August 12, 2010 8:45 AM
The recession and its aftermath have led to periods of unemployment for many workers, in some cases for the first time in their careers. During these times, it is important to resist the temptation to withdraw money from any of Continue Reading »
July 28, 2010 11:30 AM
A common question in retirement planning is, “What type of IRA is best: a Traditional IRA or Roth IRA?” The next logical question is, “Does it make sense to convert a Traditional IRA to a Roth?” The answers, of course, Continue Reading »
Tags: Financial Planning, Investing, IRA, Retirement
Posted in Financial Education, Industry News, Reaching Retirement Leave a comment
Posted in Financial Education, Industry News, Reaching Retirement Leave a comment