Posts Tagged "401k"

Retirement: Planning for Schedulers

Jun 20 2017

I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…

Retirement: Planning in Threes

Jun 16 2017

Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…

How To Make the Most of Your 401(k)

Jul 11 2011

401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…

You Can Maximize Your 401(k) and Its Returns

May 23 2011

If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

Your Company’s 401(k) Is Not As Great As You Think

Jan 31 2011

I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement.  It’s…

This Is Not Your Parents’ Retirement

Jan 10 2011

Last week I had the opportunity to give three presentations about what I do and how I do it.  I’ve been practicing…

The 3-legged retirement stool lost a leg…or two

Oct 04 2010

In just a generation, retirement planning has changed.  Workers of days past planned on three sources of retirement income:  the government, their…

Looking at Alternative Investments

Feb 15 2010

     The stock market had one of its best years ever last year.  Clients (myself included) are not so afraid to open…

2010: A Roth Conversion Odyssey

Dec 14 2009

Starting in 2010, the tax rules change such that anyone, regardless of income level, can convert his or her Traditional IRA into…

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