401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Your change in marital status can also alter the benefits you receive from your employer. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
Retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. We explain in this week’s Financial Tip.
Help your employees save for the future. Consider auto enrolling them in your 401(k) plan. We explain in this week’s Business Tip.
Baby boomers who are behind in their retirement savings can grow their nest eggs with catch-up contributions. Learn more in this week’s Financial Tip.
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
For 2017, income limits increased for determining traditional IRA deductible contributions and Roth IRA eligibility. We explain in this week’s Financial Tip.