What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan? Since these funds were originally intended to help provide
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
Jim Lorenzen, CFP®, AIF® Retirement successmaynot be as easy to achieve as many think.I attended a conference and heard one speaker relay a story about
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.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
