Retirement success may not be as easy to achieve as many think. I attended a conference and heard one speaker relay a story about one company’s 401(k) enrollment
Planning to retire? Contemplating a rollover? Here are three ways NOT to do it. 1. Get a check from the company Of course, this is
Getting ready to retire? Leaving your company? Wondering whether you should sell or roll-over your company stock? That’s really a tax-treatment question, which means you
Are these things worth anything? … or nothing. Risk questionnaires have played a major role in retirement and investment planning for as long as I
We’ve all heard it. We’ve all read it. Most managers fail to match, let alone beat, the market. Actually, it makes sense! And, there’s a very
If history is any guide, we may already know the answer. Politicians will take the easy way out. Given the increasing deficits, the outlook for
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
