When 401(k) Plans Go Bad—Avoiding Disqualification
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.
Retirement Plan Distribution Pitfalls
Be aware when your leave employer—a retirement plan distribution before age 59½ comes with a penalty! We explain in this week’s Tax Tip.
A Military Buyback May Increase Your Pension Payout
As a federal civilian employee, you have the opportunity to buy back your military time to increase your pension payout. Learn more in this week’s Financial Tip.
Think Twice Before Counting on a COLA
A cost of living adjustment, or COLA, is designed to help you manage rising prices. Read all about COLA in this week’s Financial Tip.
Six Common 401(k) Plan Misconceptions
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
Deadline Approaching for Undoing a 2014 Roth IRA Conversion
If you converted an IRA to a Roth in 2014 and you’ve sustained a loss, all is not lost. But you only have until October 15th. Learn more in this week’s Financial Tip.
Using a Rollover as a Business Start-up to Fund Your Entrepreneurial Dreams
Our experts discuss using a retirement plan rollover as a funding for a business start-up.
Short-Term Cash? Don’t Dismiss Your 401(k)
While not always a good idea, Bil Lako, CFP®, discusses taking a loan from your 401K in today’s Marietta Daily Journal. Read the Article
Receiving Social Security Can be Taxing
Are your Social Security benefits taxable? It all depends on your modified adjusted gross income. Learn more in this week’s Tax Tip.
Short-Term Cash Need? Don’t Dismiss Your 401(k)
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.