The Fiduciary’s Corner: Answers to Recent Client Questions

Tag: 401k

December 7, 2016  |  

How Can I Find My Old 401(k) Account?

Key Takeaways Don’t overlook 401(k)s from past jobs. The account value is probably still growing and the money is rightfully yours in retirement. You can roll over an old 401(k) into a personal IRA and often into your new employer’s 401(k) without penalties or tax consequence. The Labor Department and Pension Benefit Guaranty Corp. are […]

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May 2, 2016  |  

Target Date Funds – “To” and “Through” the Details

Key Takeaways: Target Date Funds are a popular choice in retirement plans. Understanding the asset allocation and glide path for the fund is important. For some investors, risk tolerance may not fit a fund’s allocation. In a world seemingly obsessed with automation and quick solutions, target date mutual funds have grown in popularity with investors.  […]

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August 26, 2015  |  

Are Annuities Right for You? 3 Important Considerations

 Key Takeaways Annuities are designed to provide tax-deferred growth by taking dollars that you would have otherwise invested and placing them within an “insurance wrapper.” Annuity payouts can be immediate or deferred, with the deferred option being either fixed or variable. Before taking the annuity plunge, make sure you have exhausted all other pre-tax retirement […]

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