If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. Rolling a 401k Read More →
An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. Learn more about IRAs Read More →
Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. Learn more Read More →
Each year, the Social Security and Medicare trustees issue a report on the financial health of these two programs. The news hasn’t been good…The decline of the financial markets has led to renewed focus on the importance of Social Security income to retirees, and on the need to address the growing burden that Social Security is placing...
With the lure of tax-free distributions, Roth IRAs have become popular retirement savings vehicles since their introduction in 1998. But if you’re a high-income taxpayer, chances are you haven’t been able to participate in the Roth revolution. Well, that’s about to change. Read more about Roth IRA Conversions in 2010 Read More →
At some point in our lives, many of us turn to a financial professional for help with financial matters. Charting a course with a professional to reach your financial goals can be an exciting adventure, but it shouldn’t have to be a blind leap of faith. Before you commit to a long-term relationship, here are some things to think about. Finding...
Recent years have seen a flurry of legislation impacting retirement plans. Here are some of the more significant changes that take effect in 2010: Retirement Issues to Watch Read More →
Announcing “Learn to Earn Gatherings for Women” sponsored by The Financial Well, Inc. during the Seven Steps to Living and Being Financially Well presentation. Kimberly Overman, CFP, and CEO of The Financial Well, Inc., speaks at Tampa’s tenth annual Speaking of Women’s Health conference in Tampa, Florida, on October 3, 2009....
