Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: 401K

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order…

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If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you…

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A successful nest egg builder maximizes gain and minimizes loss. Though there can be no guarantee that any product or a financial instrument will be successful. There is always a risk, including the possible loss…

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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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