401(k) Rollovers Archives

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

What Steps Should You Take If Your Employer Suspends Your 401k Match?
401(k) Rollovers, Estate Planning, Financial Planning, Retirement Planning

What Steps Should You Take If Your Employer Suspends Your 401k Match?

"Millions of Americans rely on employer-sponsored plans to be the cornerstones of their retirement. But, what happens when circumstances force your employer to change or even eliminate their retirement program?- Brad Rhodes COVID-19's effects are being felt in nearly every sector of the global economy. Stay-at-home orders, reduced hours, and supply-chain shortages resulting from the [...]

By Brad Rhodes|2021-05-06T19:03:42+00:00May 6th, 2021|401(k) Rollovers, Estate Planning, Financial Planning, Retirement Planning|

Some Key Points Of President Biden’s Tax Plan
401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Investing, Real Estate, Retirement Planning, Small Business, Taxes

Some Key Points Of President Biden’s Tax Plan

"By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations."- Jerry Yu. Now that both the House and Senate are in the hands of Democrats, it is likely that President will get more of his tax proposals through [...]

By Jerry Yu|2021-07-05T22:49:13+00:00February 22nd, 2021|401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Investing, Real Estate, Retirement Planning, Small Business, Taxes|

Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?
401(k) Rollovers, Annuities, Estate Planning, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?

2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to maintain relevance. The year began smoothly enough as many asset classes and indices experienced growth from the beginning of the year until around the middle [...]

By Eric Coons|2021-07-05T22:50:38+00:00February 22nd, 2021|401(k) Rollovers, Annuities, Estate Planning, Investing, Real Estate, Retirement Planning, Social Security, Taxes|

Have You Heard From Your Financial Advisor Lately
401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Have You Heard From Your Financial Advisor Lately

If you're like most people within 5-7 years of retirement, you're concerned about having your life's savings eaten away by everything from stock market downturns to inflation to increasing taxes. Every day, I get questions from concerned business owners, entrepreneurs, and investors just like you. These are often people with asset portfolios decimated by market [...]

By Teresa Kuhn, JD, RFC|2021-06-29T23:32:35+00:00January 4th, 2021|401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes|

The Long Hot COVID 19 Summer
401(k) Rollovers, Annuities, Annuities 101, Estate Planning, Financial Planning, Insurance, Retirement Planning

The Long Hot COVID 19 Summer

It's only been eighteen days since my last article. Still, answers in our financial game of life seem to escape us like a high fly baseball hit so hard and high and seemingly suspended like a cloud, slowly..... Falling down out of the air, changing course as the baseball falls back down and many are [...]

By Ray Cessna|2020-07-30T23:49:49+00:00July 30th, 2020|401(k) Rollovers, Annuities, Annuities 101, Estate Planning, Financial Planning, Insurance, Retirement Planning|

Will COVID-19 Change The Way You Save For College Tuition?
401(k) Rollovers, Estate Planning, Insurance, Investing, Retirement Planning, Social Security

Will COVID-19 Change The Way You Save For College Tuition?

Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system. As a parent or grandparent, you obviously want to give your kids the best possible chance of success in life. Until recently, the path to [...]

By Staff Author|2020-07-30T23:44:35+00:00July 30th, 2020|401(k) Rollovers, Estate Planning, Insurance, Investing, Retirement Planning, Social Security|

Fixed Indexed Annuities Stay Focused On The Ball
401(k) Rollovers, Annuities, Annuities 101, Retirement Planning

Fixed Indexed Annuities Stay Focused On The Ball

Fixed Indexed Annuities Stay Focused On The Ball While Riding The Market Roller Coaster During These Uncertain Times Our year 2020 is turning out to be a real Doozy (nail biter) due to the Covid-19 virus and this historic election year as our economy is reopening and then is slowed or stalled and pushed forward [...]

By Ray Cessna|2020-07-08T18:52:51+00:00July 8th, 2020|401(k) Rollovers, Annuities, Annuities 101, Retirement Planning|

In Troubled Times Focus On The Good
401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes

In Troubled Times Focus On The Good

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood. Retirement, whether you’re already there or are approaching it, may face drastic, never-before-seen adjustments. Our personal goals and values may need adjustment too. And, perhaps, [...]

By Jay Winestein|2020-04-21T20:35:36+00:00April 15th, 2020|401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes|

Three Reasons 401(k)s May Not Be Suitable For Some Investors
401(k) Rollovers

Three Reasons 401(k)s May Not Be Suitable For Some Investors

There was a time in the not-so-distant past when the "theory of decreasing responsibility" was a viable way of determining how to plan one's retirement. This theory, which formed the nucleus of retirement planning for decades, held that as people get older, their financial responsibilities will decrease. For example, the mortgage will typically be paid [...]

By Jack Branch|2020-04-15T21:15:52+00:00September 10th, 2019|401(k) Rollovers|

Seven Ways to Improve Your 401k
401(k) Rollovers

Seven Ways to Improve Your 401k

As with all things, no one will know that you are unhappy unless you say something. While this may sound like an impossibly daunting task, tactfully voicing your complaints and concerns might just make you realize that you are not the only one who has them.

By Tim Klein|2020-04-16T00:17:39+00:00June 21st, 2019|401(k) Rollovers|

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