Archive for February, 2010


Don’t Miss the Match

Icon Provided by Joseph Regenstein IV, CMFC on February 23, 2010

Are you taking full advantage of your company’s 401(k)?
The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans. These retirement savings plans have several advantages, including dollar cost averaging, tax savings and tax deferral.  However, one of the most powerful advantages is the company match. If your company offers a match, [...]

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: 401 k, 401 k plan, 401k Administration, free money, investments, match, qualified retirement plan, retirement, retirement plans, retirement savings plans, salary


Breaking the Surface – Recovering From Unemployment

Icon Provided by Joseph Regenstein IV, CMFC on February 22, 2010

Four tips for recovering from unemployment.
Any period of unemployment is fraught with stress – both personal and financial. While landing that formerly-elusive new job can be a relief, it is only the first step on the road to recovery from unemployment. This transition time is akin to breaking the surface after being underwater for several [...]

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: advice, family, financial health, Financial Planning, goal, job, paycheck, recovering from unemployment, survival, Unemployment, well-being


Rules Change for In-Service 401(k) Rollovers

Icon Provided by Joseph Regenstein IV, CMFC on February 9, 2010

401(k)-to-Roth rollovers are now possible before age 59½.
A new possibility. Sometimes employees want to pull money out of a 401(k) before they retire. It isn’t always because of an emergency. Some workers want to make an in-service non-hardship withdrawal just to roll their 401(k) assets into an IRA. Why? They see lower account fees and [...]

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • Tipd
  • del.icio.us
  • Digg
  • Tumblr
  • LinkedIn
  • Technorati
  • Google Bookmarks
  • Reddit
  • StumbleUpon
Read more »

Tags: hardship withdrawals, ira rollover, plan participants, qualified retirement plan, retirement, retirement plans, rollovers