401(k) Basics
On the Importance of Beneficiary Forms
It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
March 29, 2022
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Solo 401(k)
The Distinction Between a Solo 401(k) Rollover and a Solo 401(k) Contribution
Making contributions to a Solo 401(k) plan as well as funding a Solo 401(k) plan for investment are probably the two most important questions asked by small business owners.
February 14, 2022
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401(k) Basics
What is a 401(k) Plan?
A 401(k) plan is is a type of defined-contribution plan offered by most employers that allows employees to put aside money for retirement.
February 1, 2022
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401(k) Basics
Beginner’s Guide to Solo 401k
If you have interest in establishing a Solo 401(k), you’re most likely self-employed, or someone who makes a portion of your income through self-employment activities.
November 7, 2021
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401(k) Basics
U.S. Retirement System – Start Early, Be Consistent, & Trust the Process
Saving for retirement is important to your future financial health. IRA Financial reveals the secret to the system.
September 20, 2021
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401(k) Basics
Compound Interest And Retirement
Compound interest has been cited as one of the wonders of the world, and with its power to increase your earnings, it’s easy to see why.
May 26, 2021
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401(k) Basics
401(k) Options When You Retire
You generally have three 401(k) options when you retire: leave them where they are, cash them out, or transfer them to an IRA. Learn which one to choose and which one you should never do!
March 5, 2021
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401(k) Basics
Safe Harbor 401(k) – The Best Small Business 401(k) Plan
The Safe Harbor 401(k) plan is the best plan for small business owners as it does not require testing and will allow for greater contributions.
May 15, 2020
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401(k) Basics
Do This to Make the Most out of Your 401(k) Plan
When you increase your 401(k) rate you will see a surprisingly higher yield in your retirement savings. And higher rates come with a few other benefits.
October 4, 2019
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401(k) Basics
What to Do with Your 401(k) Funds After a Layoff
Ever wonered what happens to your 401(k) funds after a layoff? You have options, such as rolling the funds into a new retirement plan, like a Solo 401(k).
September 30, 2019
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