Tags » 401(k)

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it? by John Jastremski

Lump-Sum Distribution from Inherited IRAs and Retirement Plans

What is it?

A lump-sum distribution is the withdrawal of the entire balance of an inherited traditional IRA or employer-sponsored retirement plan account in one tax year. 1,360 more words

Age Penalties

401k benefits

Preservation of Tax Advantages

Just like your 401k or IRA, rolling over you funds into an annuity will maintain the same tax advantages that you currently enjoy. 20 more words

10 tough questions you need to ask your financial advisor


Americans spend more time shopping for a car or planning a vacation than they do looking for a financial advisor.

Finding a great car is important—you know what you want, what you’re willing to pay, and you ask important questions before making an investment in a new vehicle. 1,181 more words


Missed the Safe Harbor 401(k) Implementation Deadline? There is a Way

401(k) plans have some additional benefits and features when compared to simplified arrangements such as SEP or SIMPLE IRAs.

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People Borrowing More from 401k's


More investors are taking out loans against their 401(k)s, and that could hurt their retirement income by hundreds of dollars a month, according to an analysis by Fidelity Investments released Wednesday.

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If you’re 40 or 50 and haven’t begun, you must make the effort by John Jastremski

It Isn’t Too Late to Save for Retirement

If you’re 40 or 50 and haven’t begun, you must make the effort.

Some people start saving for retirement at 20, 25, or 30. 1,259 more words

Age Penalties

Double My Money- It's all about the math...

How Long Will It Take to Double My Money?

Before making any investment decision, one of the key elements you face is working out the real rate of return on your investment. 515 more words

Financial Services