Posts

Simple IRA vs 401k

Things to Consider Before Converting Your SIMPLE Plan to a 401(k) Plan

A SIMPLE (Savings Incentive Match Plan for Employees) is a go-to choice for people who own small businesses or are launching them. If the business continues to prosper, increased flexibility in plan provisions is required. That’s when a switch or a rollover should be considered. Certain things should be kept in mind while rolling over […]
Year End Contribution Reminders

Year End Contribution Reminders

Retirement planning today can ensure you have the funds to live comfortably in retirement without worrying about going back to work. IRAs, HSAs, ira 401k rollover, and other accounts allow you to multiply your savings with unique tax benefits not available with other accounts.  One way to maximizing the amount you have when you retire […]
Which Financial Documents Should You Keep on File and For How Long?

Which Financial Documents Should You Keep on File and For How Long?

Your Guide to Personal Paperwork Filing Practices You may be surprised how many people have financial documents scattered all over their homes. Or maybe you’re not surprised… maybe this sounds just like you. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life … especially once […]