What Happens to My Retirement Benefits if My Employer Goes Out of Business?
You have a 401(k) plan, but what happens if your employer goes out of business? Find out in this Financial Tip.
Rule 72(t) Allows for Penalty-Free Substantially Equal Periodic Payments from Your IRA Before Age 59½
Certified Financial Planner Jennifer Thomas joins the show to discuss substantially equal periodic payments available from IRAs under Section 72(t) of the Internal Revenue Code.
Will You Outlive Your Money?
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.
What to do with an Old 401(k)
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.
Why Women Need Social Security
Since 1940, women have been counting on Social Security to provide much-needed retirement income. Read more in this week’s Financial Tip.
New Reports Show Challenging Financial Outlook for Social Security and Medicare
Social Security & Medicare face challenges considering their financial condition and projected outlook. Learn more in this Financial Tip.
In the News: You Left Your Job; Did You Leave Your 401(k)?
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.
Company Hit for $35 Million in 401(k) Fee Case
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.
Q&A Time: Saving to a Roth or SIMPLE IRA, and Stock Picks
Associate Adam Ledbetter, CFP®, joins “Money Talks” to answer a listener’s question on saving to a SIMPLE IRA, and Ted Parrish provides stock picks and his opinions on Teva Pharmaceuticals.
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.