401(k)

Do You Really Know What a Rollover Is?

Tuesday, July 28, 2015
Everyone thinks they know what a rollover is, but do they really? A rollover is when you move retirement funds from one account to another. Well, that is partially right. We examine the true definition of a rollover in the employer plan and IRA worlds.
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Sometimes It PAYS to Pay a Retirement Account Penalty

Wednesday, June 10, 2015
Whether it’s in sports, with taxes or in life, we’re programmed to avoid penalties, and that’s usually a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move. If you don’t believe me, consider the following example.
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Ed Slott’s 5 Biggest Retirement Mistakes (VIDEO)

Tuesday, June 09, 2015
The 5 biggest retirement mistakes - miscues that can cost those saving for and nearing retirement - have nothing to do with investing! I sat down with TheStreet.com to discuss what I believe are the five biggest retirement mistakes people make with their retirement accounts.
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Young Savers: Ignore This REALLY Bad 401(k) Savings Advice

Wednesday, May 27, 2015
Young savers are impressionable. They read an article on a credible website and think it's full of actionable ideas they should start implementing. However, young savers, please don't follow James Altucher's advice on 401(k) planning. Here's why.
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3 Reasons to Consider a 401(k) Instead of a SEP IRA

Wednesday, May 06, 2015
One of the most popular small business retirement plans is the SEP IRA. In contrast to other potential options for small businesses, such as a 401(k), the SEP IRA is often favorable. That said, there are many reasons you might consider using a 401(k) for your small business instead of a SEP IRA. Here are three of them.
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One-Third of Plan Participants are Giving Away Free Money … Are You?

Wednesday, April 15, 2015
One of the most common questions retirement savers ask is, “Where should I be saving for retirement? Should I be saving in my employer’s plan? An IRA?” While there’s no one-size-fits-all answer to these questions, IRA Technical Expert Jeffrey Levine implores you to take advantage of "free" money.
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