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401k and 401k Roll Over

6 Reasons you should never take out a 401(k) Loan

Jul 30, 2019

Almost everyone goes through financial challenges at one point or the other in their lives. During those dire circumstances, most people...

Should You Roll Over Your 401(k)? Important Things to Consider While You Rollover

Mar 25, 2019

Gone are the days when someone joins a company, grows their career with the same employer and then finally takes a retirement after 50...

What is 401K and how it works?

Nov 29, 2018

How much money do I need to save for my retirement? Is my retirement savings enough to lead a comfortable life? Most people envision...

Decoding Your 401(k) Fees

Oct 31, 2015

Most people don't know it, but you actually pay for the privilege of investing in your company's 401(k). Read on to know what you're...

How to Save Money by Choosing between a Roth 401k and a Traditional 401k

Dec 18, 2014

Summary: Employers are opening the playing field for retirement planners when it comes to the kinds of 401(k) plans they allow. We look at...

3 Ways to Make the Most of Your 401(k)

Sep 09, 2014

By Anna Wroblewska Congratulations! Now that you've opened a 401(k) account with your employer and started your contributions, you've...

Should I Invest My 401(K) in Individual Stocks?

Aug 26, 2014

By Anna Wroblewska. Individual stocks can have unlimited upside and don't come with management fees. So are they a good bet for your...

Should I Put My 401(k) Into a Target-Date Fund?

Aug 19, 2014

By Anna Wroblewska. Over $650 billion of America's retirement savings are in target-date funds, and these investment vehicles are only...

WAIT! Don't Roll That 401k Just Yet

Apr 16, 2014

To all retirees or recent job changers thinking about rolling their old 401k money out to a rollover IRA pay close attention; you may be...

Before You Quit Your Job, Know the Rules for Rolling Over Retirement Savings

Apr 04, 2014

By Justin Stoltzfus March 8, 2014 Most Americans are generally familiar with the idea of planning for retirement, whether it's through...

Getting the Most Out of Your 401(k)

Feb 24, 2014

Your 401(k) plan's ultimate size is primarily a function of two factors - how much you contribute and how much you earn. Of course, you...

Is Your 401(k) Plan Enough?

Feb 24, 2014

For the vast majority of workers, a 401(k) plan may be the only retirement plan offered by employers. If you won't receive a traditional...

Top 12 Mistakes 401k Investors Make

Feb 24, 2014

Today's 401k accounts are mainly made up of mutual funds. Unfortunately, most investors have no clue as to how much their 401k costs them....

401k and Pension Lump-Sum Rollover Assistance

Feb 24, 2014

Over the years I have worked with hundreds of people guiding them through the rollover maze. I have worked with employees who have worked...

Is Your 401 (k) As Good As They Say?

Feb 24, 2014

Since the fully funded company pension plan is fast becoming a thing of the past, the popularity of the 401(k), the IRA, the SEP and other...

Add a Roth Contribution to Your Solo 401(k)

Feb 24, 2014

A good thing ? the Solo 401(k) ? just got a whole lot better. A Solo 401(k) plan is already a great tax-advantaged retirement savings...

A New Option for Tax-Free Retirement Income

Feb 24, 2014

It's nice to see another tax-savings option available-one that provides tax-free withdrawals after you retire. This one became available on...

Making the Most of Your 401(k) Plan

Feb 24, 2014

One of the biggest changes in the workplace in the last 30 years has been the shift away from traditional, or defined benefit, pension...

Don't Overload Your 401(k) with Company Stock

Feb 24, 2014

Your 401(k) may be a great retirement-savings vehicle. Your earnings grow on a tax-deferred basis, and you typically fund your plan with...

What Are Roth 401(k)s?

Feb 24, 2014

Effective January 1, 2006, 401(k) plans now have the option to offer Roth 401(k)s. The Roth 401(k) is patterned after the Roth individual...

Finding Your Lost Pension & 401(k) Funds

Feb 11, 2014

People change jobs many times over a working career. Women marry and change their name over their working careers, many more than once....

The One Person 401(k) Plan

Feb 11, 2014

Did you know that a firm as small as one-person can establish a 401(k)? This is not a new phenomenon. It just never made sense under the...

401(k) FAQ's after leaving a job

Feb 11, 2014

401k is an employer-sponsored retirement plan that lets employees contribute, save and invest some portion of their paycheck for their...

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