The Opportunity Cost of Saving to a 401(k) Can Be Millions
The following blog was written by Robert Schmansky, CFP(r) and originally published by Forbes. One of the reasons that very few...
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Jul 23, 2021
Four Reasons to Not Invest in Your 401(k) (or 403(b), TSP, or other employer-sponsored retirement pl
The following article was originally published at Forbes on 12/22/14. By Robert Schmansky, CFP® A rule of thumb that savers are often...
Jul 23, 2021
Is it worth it to contribute over the 401k match? If it is not, what alternatives should I be lookin
There are three factors I look for in determining where to save: 1) Fees. The higher the fees, the less attractive a match will be over...
Jul 23, 2021
Approximately what percentage of my pay, pre-tax and post-tax, should I be investing for my retireme
Great question, this is an area I really enjoy making sure people get off saving on the right path. Your question involves a number of...
Jul 23, 2021
Can I keep my 401K invested with my old employer and start a Simple IRA with my new employer without
You can always keep your 401(k), as long as the amount is above the legal amount that the employer is allowed to move people out. You may...
Jul 23, 2021
The decisions to make with an old 401(k) / 403(b)
CNBC discussed the benefits and options of a rollover from an employer retirement plan at a change in employment: "One of the items often...
Jul 23, 2021
Don't Be Fooled By "Free" Brokerage Costs
Brokerages tout 'free' mutual funds, "no transaction-fee funds" and advice. Though as we know, nothing in the world is free. In this...
Jul 23, 2021
The Coming 401(k) Lawsuits
The following was originally published by Robert Schmansky at Forbes: According to Investment News, a lawsuit filed earlier this month...
Jul 23, 2021
Free 401(k) Management Guide and Model Portfolios for Ford Motor Company SSIP / TESPHE
CFA is proud to offer Ford Motor Company 401(k) participants a free resource to understanding your SSIP / TESPHE and options for model...
Jul 23, 2021
Where should I save for retirement after my 401(k), 403(b) or employer plan?
First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and...
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