Tags » 401(k)

How to Save for Retirement at Your First Job

Saving enough to retire comfortably is significantly easier if you begin to put away money for retirement at your first job. Tucking even a small amount into a 401(k) or IRA gives that money decades to accumulate without the drag of taxes, and compound interest will do much of the work of growing your wealth. 84 more words


Is America Prepared to Retire? (2015) By John Jastremski

Two-thirds of us have no financial plan. 

Only 48% of Americans say they think they are saving enough. And 30% feel that they are not even slightly confident that they are saving enough for retirement. 677 more words

Age Penalties

Why is my 401k rollover taking so long?

If your 401k rollover seems to be taking longer than you expected, one or more factors may be the culprit(s). Some of these factors can be avoided altogether, while others depend on things that might be partly or completely out of your control. 699 more words

401k Rollover

A 401(k) Is Actually a Tax Loophole

The U.S. is one of the only first world countries that essentially ended pension programs–retirement programs funded by employers.  Pensions used to be a popular benefit in the U.S. 161 more words


Changing Jobs? Don't Forget your 401(k)

One of the most important questions you face when changing job is what to do with the money in your 401(k). Making the wrong move could cost you thousands of dollars or more in taxes and lower returns. 835 more words

August 2015 Newsletter

Identifying Your Future Income Deficit

Identifying Your Future Income Deficit

By C.I.S. Inc.

There’s no one set of rules when it comes to retirement planning. A sustainable retirement plan varies from person to person and so does their future income deficit. 594 more words


August 1, 2015: Rule 1, Don't Lose Money...

Today’s show focused on the key to all successful trading:  risk management. Along the way we talked about the Fed, GDP, 401(k)’s, how we’ve mortgaged our future, and other light-hearted topics… 97 more words