401(k) After-Tax Contributions Background If you work at a company offering a 401(k) plan, you could defer $18,000 of pre-tax wages to the 401(k) plan ($24,000 if you are 50 or older). The advantage is that contributions are not included in your current income and, therefore, not taxed. Let’s say you are a […]
“I would to Thank Dave Fernandez, CFP® of http://www.wealth-engineering.com/ for contributing his expertise on 401(k) and the options you have when you leave your employer” -Steve Reh 401(k) Options When You Leave Your Employer Regardless if you are retiring or moving to a new employer, once you leave your current job you will need to decide what to […]
401k Self-Directed Brokerage Option I’d like to thank Phillip Christenson, CFA for today’s post on the Self-Directed Brokerage option in your 401(k). Phillip is a Chartered Financial Analyst and financial advisor for Phillip James Financial located in Maple Grove Minnesota. I highly recommend if you’re in that area you reach out to Phillip for further […]
How high are your 401k fees? We look at two studies to get a glipse of 401k fees across the industry.