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Why You Need a 401(k) For Life

Have you been participating into a 401(k) for 30 years or more?  Based on where you are in life today, do you think you will hit the 30 year mark of 401(k) contributions before you retire?  If not, then this video might bring some bad news… According to a recent study by the Employee Benefit  Full Article…

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401(k) Fees Exposed

Did you know that 401(k) fees can eat up to 30% of your entire account in fees over your lifetime?  No wonder the government is making a huge push to force 401(k) plans and administrators to publish their fees.  A study last year by AARP revealed that 70% of Americans didn’t even know that they  Full Article…

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To Convert Or Not To Convert?

Those of us with Individual Retirement Accounts (IRAs) are faced with a difficult decision.  Should we convert our IRA to a Roth IRA?  What are the possible benefits of converting an existing Individual Retirement Account to a Roth IRA?  In order to make this decision one must consider, first and foremost, the tax implications of  Full Article…

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A Unique Solution for Wealth Transfer and Qualified Funds

I want to discuss today about an alternative for transfer of wealth for one’s qualified funds.  With the many annuity and life insurance carriers out there in the Industry, only a very limited handful of carriers provide this unique solution for this type of client.  The goal is simply to convert the qualified funds (Tax  Full Article…

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