fbpx

Charliver A.

Retirement Income Creation | Top Financial Goals

There’s more than one way to prepare for retirement. Funding retirement is a hot topic for Americans. In a recent survey, Employee Benefit Research Institute (EBRI) asked workers aged 25 and older to name their highest-priority, long-term financial goals. Not surprisingly, retirement-related goals topped the list. Specifically, respondents said they wanted to save and invest, …

Retirement Income Creation | Top Financial Goals Read More »

How To Convert 401k To Gold For Retirement | Rollover To A Self-directed IRA

A 401(k) plan is perhaps the most significant component of any comprehensive employment package today. It is an employer-sponsored retirement savings plan designed to offer some distinct tax advantages to the employee’s retirement funds. Because 401(k) plans are sponsored by employers, you might want to consider executing a rollover to a self-directed IRA (individual retirement …

How To Convert 401k To Gold For Retirement | Rollover To A Self-directed IRA Read More »

New States Joining The State Auto-IRA Retirement Savings Programs May 2022

California is looking to expand its auto-IRA program, while Missouri, Arizona and Hawaii are considering joining the club.   State auto-IRAs and other initiatives to help private-sector workers save for retirement are flowering in May as the Missouri and Arizona legislatures consider new bills while California’s looks to expand the state’s existing program. A bill to …

New States Joining The State Auto-IRA Retirement Savings Programs May 2022 Read More »

How Is 401k Money Invested? What Type of 401k Is Better? Fees, Penalties & Contribution Limit

When it comes to saving for retirement, most people think of the 401k. This type of account offers employees a way to save money on a pre-tax basis, and employers often match employee contributions. But what many people don’t realize is that there are different types of 401ks, and not all of them are created …

How Is 401k Money Invested? What Type of 401k Is Better? Fees, Penalties & Contribution Limit Read More »