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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
Benefits of Including Flexibility
This article originally appeared at Forbes by Robert Schmansky, CFP®. Following a rigid ideology can present weaknesses in life and an...
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
Should I Buy an Annuity at Retirement?
One of the questions retirees face with drawing down their portfolios is, “Should I move everything to an annuity?” In a low-interest...
Jul 23, 2021
3 Reasons to Avoid Target-Date Retirement Funds
Owning a retirement target date fund could throw off a balanced approach to your investments. What’s wrong with retirement target date...
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
Broker's Use of "Income" is often Misleading
“You keep using that word. I do not think it means what you think it means.” Inigo Montoya, The Princess Bride Today I saw an ad in our...
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...
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