Congratulations! All of your hard work has paid off, and now you begin your retirement years! A lot of hours must have been put forth in order to reach this milestone, right? The good thing about being a retiree is that besides having the payout you will receive after...
Many small-business owners are trapped into thinking that the only way they can avoid the taxes incurred during retirement is through the IRA (Individual Retirement Account) or the SEP (Simplified Employee Pension). Little did they know that there is another option!...
The process of innovation is never-ending. This is true whether you’re talking about science and technology or business and finance. In terms of your financial plan, there are new features available to help you prepare for certain expenses. However, you must be...
It is known that in today’s age, connections to people are possible through the internet. However, it is very alarming to know that several plan administrators are actually losing track of people or participants eligible for a certain plan or service. This finding is...
Do you think there’s a possibility that you might have been putting too much money into your 401(k)? The answer for this question is a definite “yes!” Do you fear having too much money when you die? Only 1% worry about this while some of us just think of how to save...
2017 is almost wrapped up and 2018 is peeking its head around the corner! A new year means new resolutions, plans, goals, and the chance to become a better version of ourselves. The beginning of a new year is not the only time to plan and achieve something, but for...
Giving back to your employees doesn’t have to be extravagant and expensive, but it must be practical and useful. One of the realest statement of all times is, ” your people, are your greatest asset.” No matter what generation and how many centuries...
Aside from the basic things to be thankful for this season, you might want to consider being grateful to have your 401(k) plan. Because a 401k isn’t tangible, it’s hard to feel like you’re making a difference with your contribution. Even though it’s not something that...
For Millennial’s Roth IRA’s have just always been around – it’s not a new concept for them. Whereas, the Baby Boomer’s were introduced to this new option years after they were already well established in their ways of contributing to their 401k. So, why are...
Some individuals are already doing their part on fixing and assessing which retirement plan they will contribute to. However, 43% are hoping to have inheritance as part of their funding plan – which is based from the study Natixis Global Asset Management conducted....
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