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...
top of page
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
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
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
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...
Jul 23, 2021
When Not to Rollover Your 401(k) or 403(b)
The financial industry wants to make sure you are fully aware you left something behind at your old employer. That retirement account...
Jul 23, 2021
Is my 401(k) or 403(b) the best place to invest?
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...
Jul 23, 2021
Be Aware of this IRA Rollover Issue
If you’ve been contributing to your 401(k) for some time you may have after-tax contributions to your plan. Typically these were excess...
Jul 23, 2021
How to Fix the Workplace Retirement System
About once a year I like to reintroduce my plan to better educate and service investors of the trillions of dollars in employee workplace...
bottom of page