MINIMIZING THE TAX BITEon Your Investments
When you invest, your main focus should be achieving your financial goals, not avoiding taxes. That said, if an investment decision causes your tax billRead More »MINIMIZING THE TAX BITEon Your Investments
401(k)
Why Borrowing from your 401K May Not be a Good Idea
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 yourRead More »Why Borrowing from your 401K May Not be a Good Idea
A 401(k) Checkup
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
Roth 401(K) Q&A
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 IRARead More »Roth 401(K) Q&A