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By Justin Pritchard, CFP® Annuities are complicated: You can’t see how they work behind the scenes, but you receive promises and guarantees from an insurance company. But sales presentations may …
Continue Reading about Do You Get Your Principal Back From an Annuity? It Depends →
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Signing up for your 401(k) can seem intimidating, but it’s probably not the hardest thing you’ll do this month. The most important thing for now is to get it done so you can begin accumulating …
Continue Reading about How to Sign Up for Your 401(k) Plan →
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By Justin Pritchard, CFP® If you have multiple retirement accounts, you can often move money between them without tax consequences, and you might want to combine accounts for several reasons. The …
Continue Reading about Can (And Should) You Roll an IRA Into a 401(k)? →
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By Justin Pritchard, CFP® We’re increasingly on our own when it comes to saving for retirement — whatever your version of retirement looks like. Previous generations enjoyed defined-benefit plans …
Continue Reading about Start Your Own 401k (With or Without an Employer) →
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By Justin Pritchard, CFP® When you change jobs or retire, you have several options for the money in your 401(k). You can typically transfer that money to an IRA, leave it in the plan, or cash out. …
Continue Reading about How and Why to Transfer Your 401(k) to an IRA →
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By Justin Pritchard, CFP® When you want to save more in your 401(k), writing a check may seem like a reasonable approach. But 401(k) plans are workplace retirement plans. As a result, you often …
Continue Reading about Writing a Check to Your 401k: When You Can (And Can’t) →
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