Category

Retirement Planning

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
Building WealthFinancial PlanningInvestingRetirement Planning

Stress Testing a Financial Plan Using a Risk Simulation

What happens if…? That’s the million-dollar question.  Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they won’t run out of money under different conditions in the financial markets.  To illustrate why investors need a robust financial model, consider this typical scenario:…
April 15, 2020