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 […]
Lauren Zangardi Haynes, CFP(R) Guest Article on How Entrepreneurs Can Quickly Maximize RetirementsSavings
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 […]
Guest Blog – Gregory A. Johnston, CFA®, CFP®- 401(k) After-Tax Contributions
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 […]
Guest Post by Dave Fernandez, CFP® 401(k) Options When You Leave Your Employer
“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
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 […]