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401(k)

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Weekend Reading: What You Need to Know About the Confusing Roth IRA Five-Year Rule

If you’re considering converting your traditional retirement account to a Roth IRA, there are tax considerations within the “Five-Year Rule” to be aware of.

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Weekend Reading: Net Unrealized Appreciation (NUA) Tax Strategies for Modestly Appreciated Stock

Staying at the forefront of your retirement tax plan means becoming educated about tax strategies available at your fingertips. One of those strategies involves a Net Unrealized Appreciation (NUA).

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Weekend Reading: Limits of Tax Diversification and the Tax Alpha of Roth Optimization

To Roth or not to Roth? This might be a question you’ve asked yourself before, and upon comparing a Roth IRA to a traditional IRA, what makes the most sense for your hard-earned dollars often comes down to taxes.

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Weekend Reading: Seven Retirement Myths Debunked

Retirement planning legends and rules-of-thumb are plentiful, but do they hold true when it comes to your hard-earned dollars?

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Weekend Reading: Could SECURE Act 2.0 Fix the Retirement Crisis?

What could SECURE Act 2.0 mean for your retirement strategy?

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Weekend Reading: How Much Income Will Your 401(k) Provide?

A new rule in the SECURE Act could help you clarify just how much retirement income your 401(k) might produce in retirement, but it comes along with limitations.

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4 Questions to Ask Before Adding an Annuity to Your Retirement Plan

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.