The 401k Rollover – Is It Right For You?

The 401k Rollover – Is It Right For You?

Leaving your job is a BIG life change. So, we don’t blame you if your 401k isn’t immediately top-of-mind. Nonetheless, thinking about a 401k rollover is something that we really urge you not to forget. Don’t Forget Your 401k Rollover Decision The 401k...
Retirement Savings By Income – How Do You Compare?

Retirement Savings By Income – How Do You Compare?

Are you retirement-ready? Compare your savings to other Americans using data from our nationwide poll run in partnership with Kiplinger’s Personal Finance. When it comes to gauging retirement preparedness, do you have a good sense of whether your...
This Sneaky Threat to Your Retirement Is Often Overlooked

This Sneaky Threat to Your Retirement Is Often Overlooked

A Wrong Move With Retirement Withdrawals Could Raise Your Taxes Retirement might mean more time with the grandkids or long trips abroad, but it won’t mean saying goodbye to taxes. In fact, taxes on your retirement withdrawals can have a major impact on your...
When is the IRA Contribution Deadline?

When is the IRA Contribution Deadline?

Like many people, you may be working on finalizing your 2018 tax return before the April 15 tax-filing deadline. If so, there might be an opportunity for you to obtain a valuable tax deduction and boost your retirement savings at the same time, so it’s...
The Average 401k Balance By Age

The Average 401k Balance By Age

401ks are one of the most common investment vehicles that Americans use to save for retirement. For most of us, the 401k is an employer-sponsored plan that allows you to save for retirement in a tax-sheltered way (up to $19,000 per year in 2019) to help...
How Much Money Do I Need to Retire Comfortably?

How Much Money Do I Need to Retire Comfortably?

Like most people, you’ve probably wondered, “How much income will I need during my retirement years?”. You’ve also probably wondered why you never seem to run across an answer to that ubiquitous question. So how much do you need to ensure you can retire...
Tips: Max Out Your 401k

Tips: Max Out Your 401k

4 Things to Keep in Mind if You’re Trying to Max Out Your 401k No matter how much you might make, $19,000 is generally considered a good chunk of change. It’s the cost of a base model 2018 Honda Civic. For some, it’s the price tag on a first-class...
Retirement Goals by the Decade

Retirement Goals by the Decade

Starting to plan early around your retirement goals is a crucial ingredient for success. Creating a plan early sounds straightforward enough, but decision-making can be complicated when it comes to your financial life. Retirement planning – and indeed...
When Can You Withdraw From Your 401k Or IRA Penalty Free?

When Can You Withdraw From Your 401k Or IRA Penalty Free?

If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of...
The Journey: Mapping Life’s Financial Decisions

The Journey: Mapping Life’s Financial Decisions

Excerpts from a feature (“The Journey: Mapping Life’s Financial Decisions”) originally published in the Fall 2017 edition of the quarterly magazine Confident Money. (Digital Subscriptions to Confident Money are free.) If you want to talk...