The Importance of Saving for Retirement at a Young Age
At 20, you have 40+ years in the workforce ahead of you. This is great news for your retirement savings. Learn more in this week’s Financial Tip.
At 20, you have 40+ years in the workforce ahead of you. This is great news for your retirement savings. Learn more in this week’s Financial Tip.
Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.
Retiring sounds easy, but have you considered how changes in your income sources affect your standard of living? Read more in this week’s Financial Tip.
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
In the last year, more workers said they’re “very confident” they will have a comfortable retirement. Learn more in this week’s Financial Tip.
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.