When you leave your job, a cash distribution from a 401(k) may be a good idea if you have net unrealized appreciation. We explain in today’s Marietta Daily Journal. Read the article
Along with the financial and emotional difficulties of divorce, you’ll face special concerns about your insurance coverage. Read more in this Insurance Tip.
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
As you change jobs throughout your career, you may accumulate different 401(k) plans along with experience. Sometimes, it is best to leave your assets in the plan; however, you should consider consolidating your assets in an IRA.
Thinking about tapping into your IRA? We explain the complicated rules to avoid penalty in today’s Marietta Daily Journal. Read the article
Since 1940, women have been counting on Social Security to provide much-needed retirement income. Read more in this week’s Financial Tip.
Social Security & Medicare face challenges considering their financial condition and projected outlook. Learn more in this Financial Tip.
You’ve moved on to a new job, but have you considered what to do with your old 401k? We advise in today’s Marietta Daily Journal. Read the Article.
Important read: Company to pay $35.2 million in first class action over 401(k) fees for breaching ERISA fiduciary duties. Read the full article.
Estate tax laws are among the many tax laws that will sunset at the end of this year. We look at five possible scenarios in this week’s Financial Tip.