Examine your 401(k) rollover options and find the best way to maximize qualified plan account(s).

401k Asset Allocation Strategies

Asset allocation and portfolio diversification are words often bandied about by investment advisors and financial planners. But what exactly does it mean for the ordinary investor and why do you need it? Simply put, asset allocation is how you distribute your investments among the different types of investment vehicles such as stocks, bonds and mutual funds.

By | 2015-05-23T07:45:23+00:00 June 7th, 2012|401(k) Rollovers|

Why you should consider a Solo 401k if you are Self Employed

Investment choices made today can dramatically shape your financial outlook in the future. Be sure to educate yourself in all aspects and options of your 401k plan, and meet with your personal financial planner on a regular basis to determine the best course of investment action for you.

By | 2015-05-23T07:31:42+00:00 June 7th, 2012|401(k) Rollovers|

401(k): A Good Idea for Retirement Planning?

When you choose to participate in a 401(k) plan, you allocate a tax-deferred percentage of your salary to the 401(k) account every month. The amount you can contribute annually is indexed for inflation. In 2010, up to $16,500 can be contributed to the account and participants age 50 or older before the end of the tax year can contribute an additional $5,500. The funds in your 401(k) account will accumulate until you begin taking withdrawals in the form of retirement distributions.

By | 2015-04-04T04:36:28+00:00 June 7th, 2012|401(k) Rollovers|

401(k) Rollovers for a New Job

The 401(k) is, without any reservations, the best hope for every middle class American to build up a nest egg for life after retirement. It’s a qualified retirement plan with tax deferred growth matching contributions from employers. With the job market in a constant state of flux, more and more employees are forced to switch jobs or quit and start hunting for a new one.

By | 2015-05-23T07:15:04+00:00 June 7th, 2012|401(k) Rollovers|

The Latest 401k Trends

. Your 401k is your guide to retirement security. With the latest advances in medical technology, people are living longer, and it is not unrealistic for some people to assume that they will be spending as much as 1/3 of their lives in retirement. Here are some of the latest trends in 401k [...]

By | 2017-11-03T20:17:47+00:00 May 7th, 2012|401(k) Rollovers|