Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: 401K

It’s a YES! Yes. Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can…

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If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly…

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Should you pay off debt or save for your employer-sponsored┬áretirement fund? That’s a very good question and one that does not have easy answers. For one person, they may need to pay off debt. Another…

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