Examine your 401(k) rollover options and find the best way to maximize qualified plan account(s).

Know Your Options: Borrowing From Your 401k Plan

Unfortunately, there may be a time when you feel as though you have no other recourse but to tap into your retirement fund. Unforeseen circumstances like the death of a spouse or family member, large medical bills, and similar situations can leave you, and your bank account, feeling drained. In these situations, it might be possible to borrow from your 401k without incurring penalties, but before you decide, keep in mind the following.

By |2019-02-21T14:44:58+00:00January 29th, 2019|401(k) Rollovers|
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Does Tax Deferred Growth Make Sense For You?

The definition of tax-deferred growth is this: An investment in which some or all taxes are paid at a future date, rather than in the year the investment produces income. When comparing tax-deferred accounts with annual taxable accounts, several factors need to be considered: · How soon will the funds be needed? · Are these [...]

By |2019-02-25T08:48:50+00:00March 16th, 2018|401(k) Rollovers, Retirement Planning|
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The Great American Rip-Off

The idea of a 401(k) created by Congress was and is a beautiful idea.  What is not attractive about them is the method in which they are managed.  Managed by Wall Street.  In congress’s favor, the idea was brilliant; they merely forgot one small detail.  Where there are over a trillion dollars, there will be [...]

By |2018-07-07T22:23:33+00:00October 27th, 2017|401(k) Rollovers, Retirement Planning|
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Is it time for Your Company’s 401(k) Plan’s Annual Checkup?

Every night on the nightly news it seems there is bad news about retirement plans especially 401(k)s. The US Department of Labor has established new rules about the fees, disclosures and management of these very popular retirement products. More rules are expected in May of 2016 which will outline the role of a financial advisor [...]

By |2018-03-12T04:38:01+00:00July 29th, 2015|401(k) Rollovers|
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When Harry and Sally Met Their 401(k)

I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were in addition to the $50 per year administration fees and were tied to the actual account value of the funds in the 401 (k).

By |2018-07-07T22:10:25+00:00April 30th, 2014|401(k) Rollovers|
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Why you should consider a Solo 401k if you are Self Employed

Investment choices made today can dramatically shape your financial outlook in the future. Be sure to educate yourself in all aspects and options of your 401k plan, and meet with your personal financial planner on a regular basis to determine the best course of investment action for you.

By |2019-03-25T21:49:43+00:00June 7th, 2012|401(k) Rollovers|
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