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Annuities

You might not own all of the money in your 401(k)

You might not own all of the money in your 401(k)—here’s how to find out Financial advisors make a big deal of encouraging millennials to invest in company-sponsored retirement accounts — especially if your employer offers to match a percentage of your contribution. There’s a lot of talk of “maxing your match” and don’t leave “free money…

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Should You Convert Your 401k to a ROTH IRA?

Should you convert your IRA or 401k to a Roth IRA?    You may have a traditional IRA or 401k that allows you to make tax-free contributions, but you will have to pay taxes on that money when you make withdrawals in retirement.  You could avoid paying potentially high tax rates on your money by…

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