Category: 401(k) Plans
If you have company stock in your 401(k), you may want to consider whether to take advantage of net unrealized appreciation at retirement. Under the
If passed, the ‘Secure Act 2.0’ would significantly alter the retirement landscape. Officially called the Securing a Strong Retirement Act of 2021, the bill is
As part of the Secure Act, most adults who inherit a 401(k) from a parent must take the money in 10 years. Depending on your
If you’ve inherited a 401(k) from a parent, you likely have questions about your options for the account and the tax impact. Luckily, non-spouse beneficiaries
Which is better, a Roth or traditional 401(k)? The central difference between a Roth 401(k) and traditional 401(k) is the tax treatment of your contributions.
Nearly every retirement plan offers target-date funds as investment options. But are target-date funds a good choice? The age-based method of setting your asset allocation
What are your 401(k) rollover options? You may consider rolling over an old 401(k) to a Roth IRA, which is properly described as a Roth