Rolling Over a 401(k)
Is it always better to rollover a 401(k) into an IRA? What do you need to ask if you have more than $5,000 in your 401(k) plan? Do you have options? Of course, you do you just need to know what to ask [...]
Annuities in 401(k) Plans
Are you working for a company that has a 401(k) plan but offers no pension? Did you know that the US Treasury has made rule changes to 401(k) plans that will now allow them to offer annuities? The [...]
Retirement Income
Are you prepared for retirement? Do you know how much of your income you need to replace? Most people think that they will need to replace about 80% of their pre-retirement income. While this may be [...]
Diversification of Your Portfolio
Are you active in investing? Are you practicing diversified portfolio management? If you are, or if you are not, then here are some helpful tips for your portfolio. I recently read an article from Consumer [...]
ROTH 401(k) Plans
Do you have a ROTH 401(k)? Does your company even offer one? Do you understand how a ROTH 401(k) works? If you answered no to these questions it is best you read this post and consider talking to a [...]
Longevity Annuities
Are you afraid of outliving your assets in retirement? Do you fear you may not have saved enough to last well into your golden years if you live longer than expected? If so, a longevity annuity may be [...]