401(k)

What Some Financial Advisors Are Getting Wrong About myRAs

Thursday, February 06, 2014
Last week President Obama delivered his State of the Union address to the nation and introduced us all to a new type of retirement account, the myRA. Since then, the ins and outs of the new accounts have been minced and parsed in just about every way imaginable. Click to find out what some advisors are getting wrong about myRAs.
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Differences between 401(k), Roth 401(k) and Roth IRA

Friday, January 24, 2014
We are starting to get asked whether or not there are required distributions from Roth 401(k), Roth 457(b), and Roth 403(b) accounts. The answer is – Yes. Following is our chart that compares some of the features of Roth IRAs, Roth 401(k)s, and 401(k)s.
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Year-End IRA and Retirement Planning Questions Answered

Monday, December 30, 2013
2014 is almost here, but we wanted to open the Slott Report Mailbag one last time to answer some pressing year-end retirement planning questions, as well as several issues with decisions that will come in the new year. Click to read this week's Q&A with our IRA Technical Expert.
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Contribute to BOTH Your 401(k) and IRA in 2013

Tuesday, November 26, 2013
There’s a common belief that if you have a 401(k) plan where you work and you contribute to it, you’re not allowed to also contribute to your IRA for the same year. But that’s not true; you’re allowed to contribute to both.
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Age 55 Exception to the 10% Early Distribution Penalty

Wednesday, October 30, 2013
Most of us know about the 10% early distribution penalty, and still many of us know there are certain ways to avoid it. One of those ways is the "age 55 exception." We look at the "age 55 exception" FAQs in the question-and-answer segment below.
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Buying Life Insurance in Employer Retirement Plans

Tuesday, October 29, 2013
You are allowed to buy life insurance inside your employer retirement plan, such as a 401(k) or profit sharing plan. While many plans don't offer life insurance as an investment, some in fact do. Click to find out more.
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When NOT to Roll Over Your Company Retirement Plan Money to an IRA

Tuesday, October 08, 2013
When you switch jobs or retire, you are generally entitled to a full distribution from your company retirement plan funds such as a 401(k). You must be given the option to roll over those funds to an IRA. Certainly, a rollover to an IRA is a great decision most of the time. A direct rollover to an IRA is tax-free and keeps your retirement funds intact and growing on a tax-deferred basis.
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