IRAs & 401ks Archive

401k

All the Ways You Can Mess Up Your 401(k)

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Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading

 
Investing q&a

Q & A: What Separates the Wealthy from the Well Off?

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During a recent quarterly market review call, we received the following question from a young man at the University of Texas: How much net worth separates the wealthy from the merely well off? It was a great question, albeit one… Continue reading

 
Investing q&a

Q & A: How to Teach Kids that Stock Picking is a Gamble

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Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in… Continue reading

 
Your 401(k) costs you far too much money

It’s Your Money, Take It With You, Dammit!

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One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading

 
Turn Your Kid Into The Millionaire Next Door

Turn Your Kid Into The Millionaire Next Door

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Some people show up late at a party to make a grand entrance. Others just don’t want to be the first to arrive. Either way, if you breeze in when the party is in full swing you can start socializing… Continue reading

 
Retirement saving for freelancers and contractors

Retirement Planning – Freelancers Have A Secret Weapon, The Solo 401(K)

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An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be… Continue reading

 
Rebalance your retirement investment portfolio correctly

Decisions About Rolling Over Your 401(k) or 403(b)

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Jay Vivian, former managing director of the IBM Retirement Funds, on why rolling over your 401(k) is important. Continue reading

 
Plugging the Retirement Gender Gap At Work

Plugging the Investment Gender Gap At Work

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It’s an irony of life many financial planners see every day: women live longer, but they end up having less for retirement. The money has to stretch further and can sometimes run out. A big part of the problem is… Continue reading

 
Conflict-free 401(k) investment management returns

A “Back to the Future” Retirement Idea Returns

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You don’t need a time-traveling DeLorean to see the value in a good idea from the past. A great “back to the future” type of 401(k) plan popular in the ’80s is being revived, one that promises to take a… Continue reading

 
    

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