The short answer is: it depends. The longer you are married, the better you chance you have of recovering funds from your spouse’s 401k or other retirement plan in divorce. A special rule applies to 401(k) plans and other qualified plans governed by federal law: Your spouse is entitled to inherit all the money in…
Read article
If you appreciate the profits that come with owning precious metals such as gold but intend to invest in it using your retirement investment, rolling your 401K to gold is the solution you badly needed. When you are ready to invest, you can decide whether to roll all your savings or a portion of it…
Read article
A 401(k) is a tax-advantaged, employer-sponsored retirement savings account. These accounts allow employees to get a tax break as they contribute funds. They feature a host of other benefits as well as some drawbacks. In this guide, we’ll explain the ins and outs of 401(k) benefits and address everything you need to know about what…
Read articleAs part of a select group of advisors admitted into LPL’s Retirement Plan Consulting Program (RPCP), our team consists of over 40 employees holding many Actuarial, Retirement, and Financial/Investment Credentials covering every facet of the qualified plan market. At Success Wealth Management, we maintain full plan accountability through systems and processes governed by a robust…
Read articleLet’s start at the beginning. If you’re an employee, 401K’s are probably the best thing that will ever happen to you. The concept of being able to save money for your retirement where hopefully your company does a match is not a good thing. It’s a great thing. But I don’t write this column for…
Read article![Indexed Universal Life or a 401k? [Which is Better in 2020] | Ogletree Financial](https://checkyour401k.com/wp-content/uploads/2022/09/indexed-universal-life-or-a-401k-which-is-better-in-2020-ogletree-financial.jpg "indexed-universal-life-or-a-401k-which-is-better-in-2020-ogletree-financial.jpg")
Have you ever stopped to wonder if all that money you’re putting into your 401k is really the best thing you can do to make sure that you have enough money to retire on? Will you outlive your money? Is your savings safe from another market downturn? Indexed universal life or a 401k? Indexed universal life…
Read article
The rule most people learn about retirement plans, most often in the form of a 401(k), is to put as much money as you can into it and have a financial advisor place the savings in mutual funds or stocks until you are 59.5 years old. A CNBC study showed that 63% of Americans are…
Read articleA pension plan is a form of retirement plan offered to employees by an employer. This type of plan pays the employee a previously set income at the time the employee retires. This income is usually based upon how long the employee worked for the company. Pension plans are less and less common as more…
Read articleWhat Is A 401K Plan Trust Agreement When it comes to a 401 (k), the rule of thumb is always « better than sad. » Document everything that has to do with your 401 (k) – but pay particular attention to the essential documents that plan administrators often misrepresent (or simply aren`t hooked). The process of withdrawing…
Read article
Known for award-winning services and one of the fastest growing private companies in America, the brokerage has made its industry-leading benefits package a core part of its competitive compensation plan. ROSEMEAD, CA, UNITED STATES OF AMERICA, March 17, 2021 /EINPresswire.com/ — Your Home Sold Guaranteed Realty offers their employees a benefits package of equal caliber…
Read article