Checklist for Investing in a Mutual Fund
Interested in Mutual Funds? Here is a list of considerations before you invest, and items to look for when reading the prospectus. Learn more in this week’s Financial Tip.
401(k) Sponsors: Reducing Your Fiduciary Liability
401(k) expert Wes Hackney joins “Money Talks” to discuss how business owners can reduce their fiduciary liability when sponsoring a 401(k) plan for their employees.
Asset Protection Strategies Beyond Insurance
Insurance may not provide the protection needed for assets. Other strategies include transferring ownership to an entity. Learn more in this week’s Financial Tip.
Funding Private Elementary/Secondary School
Your child’s private school tuition likely has to come out of your own pocket. We offer a list of options to consider in this week’s Financial Tip.
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Leaving your job? Consider what you’ll do with your 401(k) carefully, as some can carry severe tax consequences. Read more in this week’s Financial Tip.
There's Still Time to Contribute to an IRA for 2011
There is still time to save $5,000 ($6,000 for age 50+) for retirement for the 2011 tax year. You have until April 17th. Learn more in this week’s Financial Tip.
Retirement Plans for Military Personnel
For those in the U.S. military, the government offers the Thrift Savings Plan, as a retirement savings vehicle. For those with more than 20 years of active duty service, the government offers between 40-50% of his pay for the rest of the veteran’s life.
How Should You Own Your Home?
You might be a homeowner, but how you legally own your home affects who receives it after your death. Read more in this Financial Tip.
Leaving a Legacy
There are four ways your property will pass on to your heirs. Now is the time to make sure arrangements are in order. Find out more in this week’s Financial Tip.
DOL 401(k) Plan Disclosure Rules Take Effect Soon
New rules are requiring 401(k) plans to provide detailed information to participants about the plan and its investments. Learn more in this week’s Business Tip.