Home › Posts tagged 401(k) Plan ( › Page 2)
Blog Archives

3 Proven Reasons Young Investors Should Fund a Roth IRA and Roth 401(k) to Save

Posted in Tax News on July 14, 2013

Time As the Rolling Stones said, “Time is on my side.” And so it is with younger investors, time is clearly on their side.  The benefit to a Roth IRA or Roth 401(k) plan is that if all of the…

Read more

Tagged with: , , , , , , , , , , , ,

3 Easy Steps For Mid-Year Tax Planning

Posted in Tax News on June 30, 2013

Half the year is in the books.  Many people are playing golf, going to the beach or having a barbeque. It is also the time however to have your Mid-Year Tax Planning. Here are 3 Easy Steps to make this…

Read more

Tagged with: , , , , , , , , , , , , , , ,

When to Borrow Against Your 401(k) Plan

Posted in Tax News on June 23, 2013

While you don’t necessarily want to borrow against your 401(k) plan, there might be some situations when you would consider it. 401(k) Plan Loans The Internal Revenue Service (“IRS”) allows employers to allow employees to borrow against their 401(k) plan.…

Read more

Tagged with: , , , , , , , , , , , , , , , , ,

3 Reasons I Encouraged My Son to Open a Roth IRA

Posted in Tax News on April 28, 2013

I recently suggested to my son that he open a Roth IRA.  Here are the 3 reasons why.    1) He’s Young The Roth IRA offers a huge advantage over a regular IRA. This is particularly so for younger people. …

Read more

Tagged with: , , , , , , , , , , , , , , , , ,

3 Proven Reasons a Small Business Should Consider a SEP Retirement Plan

Posted in Tax News on March 3, 2013

A Simplified Employee Pension (SEP) is an employer sponsored retirement plan.   Here are 3 proven reasons to consider this plan.  

Tagged with: , , , , , , , , , , , , , , , ,