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What is a 401(k) in-service withdrawal?
Simply put, an in-service withdrawal feature lets you turn your 401(k) into retirement income. It occurs when employees withdraw funds from an employer-sponsored plan while still working at the company. Essentially, an in-service withdrawal lets you shift a portion of your money away from retirement accumulation to retirement income. Let’s say you look at the…
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One path to retirement income and personal pension planning
You may assume that small savings won’t make a difference to generating retirement income. As a 50-year-old, I am aware of the good old days of company pensions. My mother and father both benefited from one. They knew nothing of how much to save or how to invest. They never stopped to think that the…
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Save more or risk more? Your path to a confident retirement
The demands of your work and personal life are many. You spend your working hours focused on increasing your expertise in the field of work you enjoy. When it comes to other fields, such as retirement planning you don’t have the tools or time to gain the knowledge to be an expert. Will a team…
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Does Your Retirement Plan Include Buying Stamps?
A retirement plan including stamps? For real? I have several friends that have been blessed with living more than eighty years of life. Let’s say that rifling through the attic one of them finds an envelope from her birth year, 1932. The envelope reads, “Open on your 80th birthday.” She opens it and finds stamps*.…
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