ERISA Recapture Accounts: The Eight-Track Player of 2015 (Part 1)
Read this blog post to learn how ERISA Recapture Accounts might not be as safe as you think.
Feb 16, 2015
I remember when eight-track players were cool. When your Dad drove home from the car dealership showing off his brand new 1979 El Camino; when TV sets encased in oak became...
Read moreIs Double Dipping Cheating You Out of Your Tax Dollars?
Learn what the term "Double Dipping" means and if the media uproar is all for nothing.
Feb 02, 2015
As the new year begins and elected (and re-elected) officials begin their new terms, an ongoing controversy makes its annual recurrence in the news: the Double Dip. Double dipping is a...
Read moreRecord Low Interest Rates…What’s Really Going On? – Part 2
Part 2 of this series, learn why we are experiencing record low interest rates.
Jan 26, 2015
Have you read part 1 yet? If not, simply click here to read the 1st part of this blog series. In last week’s blog, I stated that government-provided retirement programs will ultimately...
Read moreRecord Low Interest Rates…What’s Really Going On? – Part 1
Learn why we are experiencing record low interest rates.
Jan 19, 2015
At the beginning of 2014, the yield on 10-year Treasuries was 3.00% and the yield on 30-year Treasuries was 3.92%. The Federal Reserve was supporting the bond market through the purchase...
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The Pros and Cons of Borrowing from Your Retirement Account
Learn the pros and cons of borrowing from your retirement savings.
Dec 29, 2014
The financial gurus in the popular media often attempt to offer advice using broad generalities in an attempt to make their points of view applicable to a wider audience. I tend...
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Getting the Most out of Your 401(k): Leave It Alone Until You Retire
It’s never too early (or late) to save more for your retirement. Here is tip #7 of our seven-part-series to help participants get the most of their 401(k) plans.
Dec 22, 2014
Here is tip #7 of our seven-part-series to help participants get the most of their 401(k) plans. You may be tempted at certain points in your life to dip into your...
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Multiemployer Pension Reform Includes Sweeping Changes
On December 16, 2014, the President signed into law a bill which included significant provisions for Multiemployer Pension Plans. Learn more about it.
Dec 17, 2014
On December 16, 2014, the President signed into law a bill which included significant provisions for Multiemployer Pension Plans. The applicable section of the bill is referred to as the Multiemployer...
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Getting the Most out of Your 401(k): Consider Diversifying with a Roth Account
It’s never too early (or late) to save more for your retirement. Here is tip #6 of our seven-part-series to help participants get the most of their 401(k) plans.
Dec 15, 2014
Here is tip #6 of our seven-part-series to help participants get the most of their 401(k) plans. Roth 401(k) contributions are made after-tax, while both the contributions and the earnings on...
Read moreGetting the Most out of Your 401(k): Don’t Forget to Rebalance
It’s never too early (or late) to save more for your retirement. Here is tip #5 of our seven-part-series to help participants get the most of their 401(k) plans.
Dec 08, 2014
Here is tip #5 of our seven-part-series to help participants get the most of their 401(k) plans. Nobody knows the future, but everybody can rebalance. Rebalancing your 401(k) is important because...
Read moreGetting the Most out of Your 401(k): Develop a Solid Investment Plan and Follow It
It’s never too early (or late) to save more for your retirement. Tip #4 of our seven-part-series is, develop a solid investment plan and follow it.
Dec 01, 2014
Here is tip #4 of our seven-part-series to help participants get the most of their 401(k) plans. Saving for retirement is about so much more than money. It is about providing...
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