Tag Archives: 401(k)

The Generation of Social InSecurity…Taking Control of Your Own Retirement

Posted on September 16, 2011 by

By now, this is not an original or even shocking topic. If you speak to most 20-, 30- and 40-somethings, the idea that our government’s Social Security program will adequately provide for younger generations in retirement is a recurring joke. … Continue reading →

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Consolidate your Retirement Plans without losing Diversification

Posted on September 9, 2011 by

I am ashamed to admit that after spending nearly 10 years in the financial planning industry, I finally got around to rolling over my old employer’s 401(k) plan to an IRA. For years, I reviewed my quarterly statements and kept … Continue reading →

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Tax Rules Relating to Qualified Plans and IRA’s

Posted on May 4, 2011 by

Many clients are surprised by how complicated the tax rules are as they relate to Qualified Plans and IRA’s. These plans are the best way to save money for retirement, but may be heavily taxed if you are unaware of … Continue reading →

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