Retirement Plan Options

Retirement planning is more than just saving. We have several articles and financial tips to help you find your way. 

Articles

• Take Full Advantage of Your Employer's 401(k) Plan

  Longer life spans, more active retirements, rising costs and uncertainty over Social Security make the need for a substantial retirement nest-egg greater than ever.

• An IRA Refresher

  The almost-annual changes to the income tax laws have created confusion about Individual Retirement Accounts (IRAs).

• Can $5500 IRA Contributions Really Add Up?

  Retirement may seem like a long way off and $5500 may not sound like a lot of money to save. But look at how these contributions can accumulate.

• IRA or Roth IRA?

  The Roth IRA offers some advantages over the traditional IRA but comes with some limitations.

• Maximize the Value of Your IRA

  Individual retirement accounts (IRAs) continue to be one of the most powerful ways to accumulate funds for a financially secure retirement for a multitude of reasons

• New Roth IRA Conversion Opportunity

  This is an important tax and estate planning opportunity that many may find attractive.

• Taking Advantage of Non Deductible IRA Contributions and Roth Conversions

  The most common drawbacks with Roth IRAs are that contributions are not deductible and those with high incomes may not be eligible to make Roth IRA contributions.

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Financial Tips

• Build a Contribution Cushion

  Deciding how much to contribute each year can be tricky. This article provides practical guidance to help you get started.

• Playing Catch Up

  This article addresses current catch-up contribution limits on all retirement plans.

• Required Retirement Plan Withdrawals

  Did you know that you needed to begin withdrawing from your retirement fund at a certain age?

• When Should You Roll Over a 401(k)

  Odds are that at some point you will have the option of rolling over your 401k. Here are two reasons you should.

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