401(k) News Continued

Rebalance Announces Formation of Dental Advisory Board, Accelerating Its 401(k) Practice to Offer Better Retirement Solutions for Dentists

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Bethesda, MD –  September 10, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the formation of its inaugural dental advisory board.  The Rebalance Dental Advisory Board… Continue reading

 

The correct way to early withdrawal from you retirement account

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While it is never ideal to tap into a retirement account early, the COVID-19 pandemic has lead to unprecedented circumstances, wherein many families have no choice but to do so. I spoke with Paul Brandus at MarketWatch about how investors… Continue reading

 

Rebalance’s Better K Launch Highlights How 401(k) Admin is Changing

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In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement market, demonstrating the growing trends of personalized financial planning and providing capabilities (and pricing) previously reserved for larger 401k plans. Innovation in… Continue reading

 

Rebalance Launches New 401(k) Product Better K™, Offering a Personalized Approach to Retirement Planning for Small Business Owners and Employees

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Bethesda, MD –  August 24, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the launch of Better K™. Better K™ is a new 401(k) product designed… Continue reading

 

Are Critics Right? Is It Time To Dump Your 401(k) Account?

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Critics, including some high-profile celebrity talking heads, are bashing 401(k) accounts. They claim 401(k)s are riddled with flaws and will burn you later. Are they right? Are you sabotaging your retirement planning by stashing money inside those popular workplace retirement… Continue reading

 

Beware The Many Vultures Eyeing Your Old 401(k) Money

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Tens of millions of Americans are out of work as a result of the COVID-19 pandemic and associated shutdowns. Once the economy restarts in earnest, chances are many of them will return to different jobs, even different careers. That kind… Continue reading

 

Your 401(k) Won’t Be Enough For Retirement

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In light of the continuing pandemic, Congress has temporarily changed the rules on hardship withdrawals from your 401(k). It’s easier to take money out penalty-free, up to $100,000, and you can pay it back and avoid the tax hit. But… Continue reading

 

Rebalance Provides Small Businesses with an Alternative to Expensive 401(k) Services via Strategic Partnership with EPIC Retirement Plan Services

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Bethesda, MD – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, can now provide small businesses with an alternative to expensive 401(k) services, thanks to its newly-announced strategic partnership with EPIC… Continue reading

 

Scott Puritz on the Retirement Revised Podcast: The Case for Rolling Over Your 401(k)

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Mark Miller of the New York Times invites Rebalance Managing Director Scott Puritz onto his Retirement Revised podcast to discuss stranded 401(k)s. On the podcast, Scott reveals exactly why investors should usually rollover their 401(k) accounts (especially if there are… Continue reading

 
    
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