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401(k) Plans

401(k) PlansFinancial PlanningIRA RolloverJob TransitionRetirement PlanningRoth IRASecure ActUpdated for 2020

Rolling Over a 401(k) to a Roth IRA: Should You Convert to a Roth?

What are your 401(k) rollover options? You may consider converting your 401(k) to a Roth IRA. No matter what you call it (transfer, roll over, convert, or just moving it), converting your old retirement plan to a Roth IRA is worth considering. A Roth IRA offers unique benefits unavailable in other…
May 26, 2020
401(k) PlansBusiness ownersEmployee benefitsRetirement PlanningSecure ActSEP IRASolo 401(k)Updated for 2020

3 Retirement Plans for Small Businesses: How They Compare

What's the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA are the most popular. The best option will depend on factors unique to your business such as budget, employee makeup and funding goals (for yourself,…
January 7, 2020
401(k) PlansEmployee benefitsFinancial PlanningRetirement PlanningTax planningUpdated for 2020

5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly non-urgent matters. As a wealth advisor and CERTIFIED FINANCIAL PLANNER™ professional, I've seen how unintentional oversights or…
July 13, 2018