September 2nd, 2020

Conquering Retirement Challenges for Women

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for … Continue reading “Conquering Retirement Challenges for Women”

May 18th, 2020

The Pros and Cons of In-Service Retirement Plan Rollovers

Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while … Continue reading “The Pros and Cons of In-Service Retirement Plan Rollovers”

July 16th, 2019

What the SECURE Act Could Mean for Retirement Plans

If passed, it would change some long-established retirement account rules.  If you follow the news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual … Continue reading “What the SECURE Act Could Mean for Retirement Plans”

March 21st, 2017

Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs

Have you recently changed jobs or retired?  Not sure what to do with your retirement savings plan?  If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your money behind. Rollovers between workplace … Continue reading “Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs”