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Stephen Reh CFA® MBA CFP®

Stephen Reh MBA CFA® CFP®I love helping people reach their financial and investment goals. Call me today at 909-518-2134 to setup a free no obligation 1 hour consultation.

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Retirement Plans - 401ks

Secure Act Summary

February 7, 2020 By Stephen Reh MBA CFA® CFP®

In the closing months of 2019 Congress Passed the Secure Act and it has some relatively large impacts on retirement savings and retirement plans going forward. I have read several articles digesting the impact of the act but I think Fidelity has put together the best article that details the impacts fairly well. Secure Act […]

Filed Under: Articles, Financial Planning, Investments, IRA Rollovers, Retirement Plans - 401ks, Tax Planning

Lauren Zangardi Haynes, CFP(R) Guest Article on How Entrepreneurs Can Quickly Maximize RetirementsSavings

August 4, 2017 By Stephen Reh MBA CFA® CFP®

How Entrepreneurs can quickly maximize their retirement savings Are you a small business owner who needs to save quickly for retirement?   Many small business owners are so focused on the success of their business that they forget to protect themselves and their families by planning for retirement. In fact, if you love your work […]

Filed Under: Investments, Retirement Plans - 401ks

Guest Blog – Gregory A. Johnston, CFA®, CFP®- 401(k) After-Tax Contributions

March 6, 2017 By Stephen Reh MBA CFA® CFP®

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 […]

Filed Under: Retirement Plans - 401ks

Guest Post by Dave Fernandez, CFP® 401(k) Options When You Leave Your Employer

September 9, 2016 By Stephen Reh MBA CFA® CFP®

“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 […]

Filed Under: Articles, Retirement Plans - 401ks

401k Self-Directed Brokerage Option

May 11, 2016 By Stephen Reh MBA CFA® CFP®

Phillip+Christenson+Maple+Grove+Fee+Only+Advisor

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 […]

Filed Under: Retirement Plans - 401ks

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    THE SBA HAS RELEASED THE FOLLOWING UPDATES (PLEASE NOTE ALL THAT FOLLOWS IS FROM THE SBA). On March 29, 2020, following the passage of the CARES Act, the SBA provided small business owners and non-profits impacted by COVID-19 with the opportunity to obtain up to a $10,000 Advance on their Economic Injury Disaster Loan (EIDL). […]

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    Stephen Reh CFA® MBA CFP®
    Reh Wealth Advisors LLC
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