When you invest, your main focus should be achieving your financial goals, not avoiding taxes. That said, if an investment decision causes your tax bill… Read More »MINIMIZING THE TAX BITEon Your Investments
Plan Loan PITFALL Before you borrow from your 401(k) plan account, it’s important to understand what you might be up against if you leave your… Read More »Why Borrowing from your 401K May Not be a Good Idea
This is a great time of year to review your retirement account. For one thing, it’s tax season. So you’re already thinking about money. Plus,… Read More »A 401(k) Checkup
Question: May an employee who has a Roth 401(k) account also contribute to a Roth individual retirement account (IRA)? Answer: Generally, yes. However, Roth IRA… Read More »Roth 401(K) Q&A